Polite, persistent payment reminders.

Auto-chase open invoices on a cadence you set. Polite escalation, payment-plan offers, and an audit trail — all without nagging your customers (or yourself).

The Problem

Chasing payment is the worst part of the week.

Open invoices age out, become awkward, and eventually get written off. You don't want to be the pushy one — but you did the work, you should get paid. Invoice Follow-Up handles the chase, escalates politely, and offers payment plans when they make sense.

How It Works

Invoices that collect themselves.

STEP 01Stripe Webhook Listens

Every invoice you create in Stripe is mirrored into the agent. Paid invoices get tagged automatically — no work for you.

STEP 02You Set the Cadence

Reminder day 3, follow-up day 7, escalation day 14, payment plan offer day 21. Every step is editable, every tone configurable.

STEP 03AI Drafts Each Reminder

Claude writes polite, customer-aware messages — friendly first, firmer later. SMS via Twilio, email via Resend.

STEP 04Payment Plan Offer

For larger invoices, the agent can offer split-pay options through your Stripe checkout — recovers cash that would otherwise go to collections.

STEP 05Stop on Payment

Stripe webhook fires the moment payment lands. Sequence stops, customer thanked, and Review Manager kicks in to ask for a review.

Built With

Production stack.

Stripe Webhooks Trigger.dev Twilio SMS Resend Anthropic Claude Supabase Postgres

Connects With

Closes the revenue loop.

Review Manager

→ Triggers on payment

Bookkeeper

→ Reconciles paid invoices

Speed to Lead

← Triggers from new jobs

What You Get

Get paid faster, without the awkward.

15-25%

Faster Collection

Typical reduction in days-sales-outstanding when reminders are automated.

Awkward Calls

The agent does the chasing. You only step in when a customer wants to talk it out.

Auto

Stripe Sync

Paid the moment Stripe confirms. No manual marking, no double-chase.

Audit

Trail

Every message logged. If a dispute happens, you have the receipts.

Stop writing off open invoices.

Connect your Stripe account and watch your DSO drop in week one.

See it live →

AgentSurge · Invoice Follow-Up agentsurge.ai