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
FreshBooks · Accounting
Use FreshBooks? Hire the job that sits on top of it.
FreshBooks holds the records. An employee owns the repetitive job that sits on top of them.
Start free — 2 employees and starter capacity included.
F
FreshBooks
AccountingFreshBooks 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 FreshBooks has that a job needs.
FreshBooks holds invoices, estimates and time entries. For chasing, the useful export is the invoice list with status and due date. For quoting, it is the estimate history.
How it works
Connect it, or hand over the numbers.
- Connect FreshBooks 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.FreshBooks reports export to CSV, including the invoice details report.
- 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 FreshBooks you didn't tick when you hired it
- Change an invoice, an estimate or a time entry
- Work from information it cannot tell is current
Who this is for
Worth it for whom, honestly.
Freelancers and small studios billing by time. FreshBooks is built around that, and the follow-up after the invoice goes out is the part that slips.
Questions
FreshBooks, straight answers.
What does an employee actually need from FreshBooks?
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.
Can it quote from my old estimates?
Quote Builder prices from a price list, not from history. If your estimates contain your rates, they are a price list in a different shape.
Do I need FreshBooks connected for chasing to work?
No. Overdue Invoice Follow-up works from the records you give it.
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 FreshBooks 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.