All automationsAccounts receivable automation templates
Chase invoices, read replies, match payments and report on what is overdue, across your ERP, inbox and bank.
- Replaces Chaser
Weekdays at 9:00Accounts receivable
Chase overdue invoices on a cadence
Sends reminders at 1, 7 and 14 days overdue from your own inbox, reads replies and stops chasing as soon as the invoice is paid.
5 stepsUse template → 
Daily at 8:00Accounts receivable
Send reminders before invoices fall due
Emails a friendly heads-up three days before each QuickBooks invoice is due, with the invoice and a payment link attached.
5 stepsUse template →- Replaces Chaser
When a customer replies to ar@Accounts receivable
Log promises to pay from customer replies
Reads replies to your reminders, captures promise dates and disputes, and logs them against the right NetSuite invoice.
5 stepsUse template → 
Weekdays at 10:00Accounts receivable
Follow up when a promise to pay is missed
Checks Xero each morning for promised payments that did not arrive and drafts a follow-up from Outlook for your approval.
4 stepsUse template →
Daily at 7:00Accounts receivable
Match customer payments to open invoices
Matches every incoming bank payment to open NetSuite invoices, including part payments, and records them once you approve.
5 stepsUse template →- When a remittance lands in ar@
Accounts receivable
Apply remittance advice to invoices
Reads remittance emails and PDFs, works out which QuickBooks invoices a payment covers and applies it once you approve.
4 stepsUse template → - Replaces Syft Analytics
Mondays at 8:00Accounts receivable
Send a weekly aged receivables report
Every Monday, pulls aged receivables from Xero, explains what changed and posts a summary with the top overdue accounts to Slack.
5 stepsUse template → - Replaces Float
Mondays at 7:00Accounts receivable
Forecast cash receipts for the next 13 weeks
Predicts when each open Xero invoice will be paid from customer history and promises, and updates a 13-week forecast in Google Sheets.
5 stepsUse template → 
When a Stripe payout landsAccounts receivable
Split Stripe payouts into charges and fees
Breaks every Stripe payout into charges, fees and refunds, and drafts a matching deposit in QuickBooks for your approval.
4 stepsUse template →
When a credit request is approved in SalesforceAccounts receivable
Raise credit notes from approved requests
When a credit is approved in Salesforce, drafts the credit note in Xero against the right invoice and allocates it once you approve.
4 stepsUse template →
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Works across your ERP, inbox and apps- Your approval where you want it
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