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
Sage · Accounting
Use Sage? Hire the job that sits on top of it.
Sage holds the records. An employee owns the repetitive job that sits on top of them.
Start free — 2 employees and starter capacity included.
S
Sage
AccountingAn employee works from the records you point it at — your price list, your own quote and invoice records. It does not read or write anything in Sage.
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 Sage has that a job needs.
Sage holds your ledger, your VAT position and your customer balances. The part a chasing job needs is the outstanding customer list and how long each balance has been outstanding.
How it works
From your own records to a finished job.
- Get what the job needs out of Sage.Sage's aged debtors report exports to CSV or Excel across the small business products.
- Put it where an employee can read it.Google Sheets and Google Drive are two of the apps you can connect, so a sheet — or a file in the drive you pick — is the way in. You choose the exact one while hiring.
- 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
- Read, write or change anything in Sage — an employee works from the records you point it at
- Touch your VAT return, or anything else your accountant relies on being untouched
- Work from information it cannot tell is current
Who this is for
Worth it for whom, honestly.
Established firms with a bookkeeper and a Sage licence that arrived with the accountant. The ledger is usually accurate and nobody has the time to act on what it says.
Questions
Sage, straight answers.
What does an employee actually need from Sage?
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.
Does this replace Sage?
No, and it should not. Your books stay in Sage. What moves is the repetitive chasing that sits on top of them.
Which Sage product do you mean?
None in particular. The route below works from any aged debtors export you can produce, which every small business Sage product will give you.
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 an employee need Sage to work?
No. It works from the records you point it at — a spreadsheet, a folder, or your own quote and invoice records.
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.