Overdue Invoice Follow-up
Writes and sends the awkward chase for the invoices you point it at, in your wording.
Hire Overdue Invoice Follow-up
FreeAgent · Accounting
Use FreeAgent? Hire the job that sits on top of it.
FreeAgent holds the records. An employee owns the repetitive job that sits on top of them.
Start free — 2 employees and starter capacity included.
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FreeAgent
AccountingFreeAgent is one of the apps you can connect in LoopSuite. You pick the account while hiring, and an employee can reach nothing you didn't tick. Treat a new connection as new: run one job and read the result before you leave it running to a schedule.
More integrations
Other apps people connect.
Whatever you use for accounting
The repetitive job still has an owner.
Accountant Pack Preparer
Pulls the period's paperwork together into one pack for your accountant.
Hire Accountant Pack PreparerPayment Link Sender
Prepares a payment link for the job you point it at, priced from your own price list.
Hire Payment Link SenderWhat it holds
What FreeAgent has that a job needs.
FreeAgent holds invoices, expenses and your self assessment position. For a chasing job the relevant slice is sent invoices that have passed their due date.
How it works
Connect it, or hand over the numbers.
- Connect FreeAgent when you hire.You pick the account it is allowed, and it can reach nothing else. The apps an employee may use are part of its setup, so you can change your mind later.
- Or work from an export instead.FreeAgent's invoice list filters to overdue and exports to CSV.
- Hire the employee for the job.For this kind of work that is Overdue Invoice Follow-up. One employee, one job, and it lands paused until you turn it on.
- It works from that, not from a guess.Your numbers, your wording, your rules. If what it is reading looks stale, it says so rather than acting on old information.
What it will not do
- Reach any account in FreeAgent you didn't tick when you hired it
- File anything with HMRC, or change a tax position
- Work from information it cannot tell is current
Who this is for
Worth it for whom, honestly.
Sole traders and one-person limited companies, which is FreeAgent's core audience and also the group where one late payer is a material part of the month.
Questions
FreeAgent, straight answers.
What does an employee actually need from FreeAgent?
The records the job runs on — your prices, or the list of what is open and when it last moved. It works from what you point it at, and asks you when a line is missing rather than inventing one.
Do I have to move my business into LoopSuite?
No. There is no migration. Your records stay where they are, and what moves is the repetitive job on top of them.
Will it file anything with HMRC?
No. Nothing on the roster files a return or touches a tax position. That stays yours, and your accountant's.
What about the expenses side?
Expenses are not a chasing job. Accountant Pack Preparer is the employee that pulls a period's paperwork together.
My books are accurate and I still do not chase. Why?
Because the ledger tells you who is late and stops there. The chase is a separate piece of work with an awkward tone to get right, and it is the one that gets postponed. That is the job Overdue Invoice Follow-up owns.
Does connecting FreeAgent turn anything on?
No. Connecting an app does not start a job. A new employee lands paused and does nothing until you turn it on.
Start with the job that costs you most.
One employee. One job. It lands paused until you turn it on.
Start free — 2 employees and starter capacity included.