AI invoice & payment follow-up
Get paid without chasing a single invoice
AI invoice and payment follow-up sends the bill the moment a job wraps up, then keeps an eye on the clock — texting and emailing polite reminders as a payment goes overdue. You spend less time on collections and more time on the next job.
How the invoicing workflow works
Detect job completion
A job is marked complete, triggering the agent to start the billing workflow.
Generate and send the invoice
The agent creates the invoice in QuickBooks and emails it to the customer right away.
Track payment status
It checks QuickBooks for payment status and flags any invoice that goes past due.
Send a payment reminder
An overdue invoice triggers a friendly text reminder with a link to pay, escalating if it's still unpaid.
Tools in this workflow
Connect these tools in the Agentic Planner to run this workflow end to end.
QuickBooks
Connect agents to QuickBooks Online to manage invoices, customers, expenses, and financial reports.
Twilio
Send SMS and MMS messages, initiate and monitor phone calls, look up phone number metadata, and manage Twilio messaging resources from agent workflows.
Gmail
Send, read, search, and manage emails through Gmail
Build this workflow
Open this exact workflow in the free Agentic Planner and adapt it to your business — no code required.
Industries this fits
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Why this starts with the AI Agent Index
Getting paid faster is only half the win. The AI Agent Index makes your business discoverable to customers' AI assistants, bringing you more jobs worth invoicing in the first place.
A workflow like this only runs when customers actually reach you. The AI Agent Index is how AI assistants — ChatGPT, Claude, Perplexity, Google AI — discover your business and connect customers to you. List once, and you become the answer AI recommends.
Frequently asked questions
How soon after a job does the invoice go out?
Immediately — as soon as the job is marked complete, the agent generates and sends the invoice the same day.
Will reminders annoy good customers?
No — reminders only go out once an invoice is actually overdue, and the tone stays friendly and professional, not like a collections agency.
Does it replace QuickBooks?
No, it works on top of QuickBooks — the agent reads and writes invoice data there and uses it as the source of truth for payment status.