FreshBooks: Automated Invoicing & Payment Follow-up Management

Overview

Automatically manage invoicing and follow up on payments to improve cash flow and reduce administrative work.

Steps

1. Trigger: FreshBooks – New Invoice Created
2. Send Invoice: Email – Invoice Notification with payment link
3. Add to List: Mailchimp – Add to Outstanding Invoices list
4. Payment Reminders: Email – Payment Reminder sequence at 7, 14, 21 days
5. Payment Confirmation: Email – Payment Received thank you
6. Archive Invoice: FreshBooks – Mark as Paid and update records

Tip

Use FreshBooks' recurring invoice feature to automatically generate invoices for subscription services and ongoing contracts.