Automations for agencies
Payment reminders for agencies
Most agencies I talk to mention the same thing: retainer invoices go out late or get paid late. The payment reminder flow deals with it quietly while the team is heads-down on client deliverables. A polite reminder sequence for unpaid invoices, with a payment link in every message.
What this fixes for agencies
Retainer invoices go out late or get paid late. Nobody at a six-person marketing agency on monthly retainers signed up for that part of the job, and the payment reminder flow handles it.
What it looks like in practice
Imagine a six-person marketing agency on monthly retainers. An invoice passes its due date in Xero. The client gets a friendly reminder with a payment link. A week later a firmer note follows. When they pay, the sequence stops and the invoice is marked paid.
How it works for agencies
Here is how the payment reminder flow runs day to day for agencies.
- An invoice is due or overdue in Xero.
- A polite reminder goes out with a payment link.
- Follow-ups go out on a schedule you choose, getting firmer.
- Payments are matched and the sequence stops.
- You get a weekly list of who still owes what.
Tools it connects to
It plugs into the tools agencies already use, such as Xero, Stripe and Gmail, and runs on QuickBooks and n8n.
Questions from agencies
Does the payment reminder flow work with Xero?
It depends on your Xero plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
What will my clients see?
They'll see a courteous reminder with a one-click way to pay. I write the wording with you so it sounds like your agency business, and you approve it before launch.
How long does it take to set up for agencies?
Plan on 3 to 5 days from the day I get access to your accounts. Most of that is testing with your real calls and messages, so nothing goes live until it behaves the way you want.
Want this for your agency business?
Tell me how your agency business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built