Automations · for agencies · Updated July 2026

Automate invoicing and payment chasing for your agency

The short answer

Invoicing and the awkward chase can run themselves: raise the invoice on schedule, send polite escalating reminders until it is paid, reconcile the payment, and flag anything overdue, so cash flow stops depending on someone remembering.

By hand vs automated

By hand

Late payments quietly bleed agencies. Chasing them is uncomfortable, easy to forget, and always lands on the owner, who would rather be doing the work.

Hours, every week
With AOC
  • Raise invoice
  • Escalating reminders
  • Reconcile payment
  • Overdue alerts
  • Cash-flow dashboard
Runs itself

How the automation works

01Raise invoice
02Escalating reminders
03Reconcile payment
04Overdue alerts
05Cash-flow dashboard
  1. 01Invoices are raised automatically on the billing date from your project or CRM data.
  2. 02A reminder sequence escalates politely at set intervals until the invoice is paid.
  3. 03Paid invoices are reconciled and marked off; the client and your team are notified.
  4. 04Overdue accounts trigger an alert to you with the amount and how long it is late.
  5. 05A simple dashboard shows outstanding, paid, and overdue at a glance.
n8nStripe / Razorpay / XeroCRMEmailTelegram / Slack

Common questions

Yes. It connects to Xero, QuickBooks, Stripe, Razorpay, and most billing tools via their APIs.

No. The sequence is polite and escalates gradually; you control the tone and timing.

Yes. The automation handles the recurring and overdue cases; you can always send one by hand.

Want this built for your agency?

Describe it and get a real scope back in seconds. Shipped in about 7 to 10 days, on open tech you own.

Related reading
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