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Outbound

Invoice chaser.

Rings customers about overdue invoices, sends the payment link mid-call, or captures a specific date they'll handle it.

Goal

Get the invoice paid — or get a clear, specific commitment about when it will be — without making the customer feel chased. Escalate disputes to a human; never argue about amounts.

Triggers

  • ServiceM8 reports an invoice overdue by N days (configurable, default 7)
  • Customer mentions an invoice on an inbound call (workflow routes mid-conversation)

What the AI does

  • Outbound disclosure with the recording line
  • Checks DNCR before dialling
  • Confirms the customer is aware of the invoice (yes/no — both are fine)
  • If paying: sends the payment link via SMS mid-call and confirms which number it went to
  • If deferring: captures a specific date and time (not 'soon')
  • If disputing: schedules a human callback. No AI debate over amounts.

What the AI won't do

  • Threaten consequences, hint at legal action, or guilt the customer
  • Negotiate the amount or offer discounts
  • Take a vague 'I'll get to it' — it always nails down a specific time

Tools available to the AI

lookup_customer_historysend_invoice_linkcheck_payment_statusschedule_callbacktransfer_to_staff

Tools are typed and bounded — the AI calls them, it doesn't define them. Each tool call is logged with an idempotency key, so retries never produce duplicates.

Success looks like

Cash flow improves. Disputes surface fast and route to you. Customers who genuinely forgot pay on the spot via the link; the rest commit to a specific date.

Toggle

Dashboard → Workflows → Invoice chaser · on/off. Turning this off also pauses the shared payment-request flow on outbound calls.

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