Stop manually tracking overdue QuickBooks invoices and chasing each one individually. LoopSuite reads your accounts and prepares polite, professional chase messages — you just approve and send.
The problem
The A/R Ageing report tells you who's late, but nobody checks it until cashflow gets tight. LoopSuite reads your QuickBooks invoice statuses and flags what's overdue, then drafts a chase for each one — you approve before a word goes out.
Nobody enjoys writing 'just following up on invoice #1042'. So the polite reminder slips and the debt ages. LoopSuite drafts a firm-but-friendly chase per customer using the invoice number, amount and due date from QuickBooks — you read it, tweak it, and approve it to send.
Built-in automatic reminders fire on a fixed schedule to everyone, including good clients you'd rather phone. LoopSuite lets you decide per invoice — skip the loyal customer, chase the 60-day one, escalate the 90-day one. Nothing sends until you say so.
How it works
LoopSuite connects to QuickBooks Online and pulls open invoices, amounts, due dates and how many days overdue each one is — so you see the whole chase list in chat without opening the A/R Ageing report.
For each overdue invoice it writes a message referencing the invoice number, outstanding amount and due date, with a tone matched to how late it is — a gentle nudge at 7 days, a firmer note at 60. Every draft waits for your approval.
Approve a draft and LoopSuite sends it by email; hold one back and nothing happens. When a customer pays and the invoice is marked paid in QuickBooks, it drops off the chase list so you never double-chase someone who's settled up.
Questions
No. Every chase message is drafted and shown to you in chat first. Nothing is sent, edited or deleted in QuickBooks until you approve it. You can reword any draft, skip a customer entirely, or cancel the whole batch before a single email goes out.
No. LoopSuite reads your invoice and customer data to work out who to chase, but it doesn't edit invoices, mark things paid, or alter your books. It only drafts outbound chase messages for your approval — your QuickBooks records stay exactly as you left them.
Yes. Tell LoopSuite the goal — 'chase everyone over 30 days but skip Acme' or 'be gentle under 60 days' — and it drafts accordingly. You review each message, adjust the tone, and approve only the ones you want sent.
Get started
Tell LoopSuite which tools you use and what feels messy. It shows where it can help — before you connect anything.
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