Accounts receivable templatesAutomate broken promise to pay follow-ups in Xero
Modern checks every promise to pay against Xero the day after it falls due. If the money has not arrived, it drafts a polite follow-up from Outlook that refers back to the original promise.
TriggerWeekdays at 10:00
Steps4 steps, from trigger to sign-off
ControlCredit controller approves every follow-up
Free to start. No card needed.
Weekdays at 10:00The instruction
“Every weekday at 10:00, check invoices in Xero with a promise to pay date of yesterday or earlier. If the payment has not arrived, draft a follow-up from ar@ in Outlook that quotes the original promise and asks for a new date. If a customer has missed two promises, pass them to the credit controller with the full history instead of emailing again.”
Works with every major ERP
- +100 more
How it runs
4 steps from trigger to sign-off
- 01
Check promised dates
Finds invoices whose promise to pay date has passed.
Xero - 02
Look for the payment
Checks payments and bank transactions in Xero so nobody is chased for money already received.
Xero - 03
Draft the follow-up
Writes an email that quotes the original promise and asks for a new date.
Modern - 04
Approve and send
The credit controller approves the email, then Modern sends it from ar@ in Outlook.
Outlook
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- Replaces Chaser
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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.
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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 ChaserWhen a customer replies to ar@
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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.
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FAQs
Follow up when a promise to pay is missed: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
It compares the promise date logged on the invoice with payments and bank transactions in Xero. If nothing has arrived by the next working day, the promise counts as missed.
Set a limit in the instruction. By default, a customer who misses two promises goes to the credit controller with the full history instead of getting another email.
Yes. Modern checks promise dates and payments in QuickBooks, NetSuite, Sage or Xero the same way.