Accounts receivable templatesAutomate QuickBooks invoice due date reminders
Modern sends a short, friendly reminder from your Gmail a few days before each QuickBooks invoice falls due, so customers can schedule payment before it is late.
TriggerDaily at 8:00
Steps5 steps, from trigger to sign-off
ControlAR lead approves each daily batch
Free to start. No card needed.
Daily at 8:00The instruction
“Every morning at 8:00, find QuickBooks invoices due in 3 days and draft an email to the billing contact from billing@ with the invoice PDF and payment link. Skip invoices under $500, anything already paid and customers on autopay. Send the drafts once the AR lead approves the batch.”
Works with every major ERP
- +100 more
How it runs
5 steps from trigger to sign-off
- 01
Find invoices due soon
Reads open invoices due in the next 3 days, with billing contacts and payment links.
QuickBooks - 02
Filter the list
Skips paid invoices, small balances and customers who pay by autopay.
Modern - 03
Draft the heads-up
Writes a short reminder for each customer with the invoice PDF attached.
Modern - 04
Approve the batch
The AR lead reviews the emails for the day and approves them in one click.
Modern - 05
Send from Gmail
Sends each email from billing@ and notes it on the QuickBooks invoice.
Gmail
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- Replaces Chaser
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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.
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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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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 →
FAQs
Send reminders before invoices fall due: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Three by default. Change the number in the instruction, or add a second reminder on the due date itself.
Yes. Name the customers, balances or payment terms to skip in the instruction and Modern leaves them out of every batch.
Yes. Modern reads due dates from Xero, NetSuite, Sage or QuickBooks and sends from Gmail or Outlook.