Finance System
Auto-Invoice & Payment Workflow
Get paid faster with automated invoicing, reminders, and payment processing.
Watch 3-Minute Demo
Coming soon - Loom walkthrough
Setup Timeline
2-3 weeks
Complexity
Medium
Integrations
4 tools
What This System Does
Generates invoices automatically based on completed work or milestones
Sends invoices to clients with payment links
Tracks invoice status (sent, viewed, paid, overdue)
Sends automated payment reminders before and after due dates
Records payments and updates accounting system
Tools & Integrations
Stripe
Payment processing
QuickBooks
Accounting & bookkeeping
Make.com
Workflow automation
Airtable
Invoice tracking
How It Works
1
Invoice trigger
Project completion, monthly retainer, or manual trigger
2
Invoice creation
System generates invoice with line items and payment terms
3
Client delivery
Invoice sent via email with secure payment link
4
Auto-reminders
Gentle reminders sent 3 days before and after due date
5
Payment sync
Successful payments recorded in accounting system automatically
Perfect For
Service businesses with recurring or milestone-based billing
Teams chasing late payments manually
Companies wanting to reduce days sales outstanding (DSO)
Ready to Build Something Similar?
These blueprints show what's possible. We'll work with your existing tech stack and processes to achieve similar results tailored to your business.