FreshBooks Overdue Invoice Summary
Daily digest of overdue invoices with customer contact info and collection priority.
Nora generates a morning report of all overdue FreshBooks invoices, grouped by customer and days late. Includes customer phone/email and payment history. Helps teams prioritize collection calls and spot repeat offenders.
Overdue invoices often sit in FreshBooks without action because teams don't have a quick, centralized view. This automation runs every morning and pulls all overdue invoices from FreshBooks. It groups them by customer, calculates days overdue, and sorts by amount (largest first). For each customer, Nora pulls their phone number and alternate contact (if on file), their payment history (average days to pay, payment pattern), and notes any special circumstances (e.g., past disputes, credit holds). The report flags customers with multiple overdue invoices or those consistently late. An emailed summary includes the aging breakdown (30–60 days, 60–90 days, 90+ days late) and total amount at risk. Some teams add this to their morning standup; others use it to auto-trigger collection workflows (e.g., calling the top 5 customers by amount overdue). Typically recovers 10–20% more overdue money within 30 days compared to reactive follow-up.
How it works
- Nora pulls all overdue invoices from FreshBooks
- Groups by customer and calculates days overdue
- Retrieves customer contact info and payment history
- Flags repeat offenders and payment pattern anomalies
- Buckets into aging categories and calculates total at risk
- Sends HTML report to finance team with action suggestions
Frequently asked questions
What does "FreshBooks Overdue Invoice Summary" do?
Nora generates a morning report of all overdue FreshBooks invoices, grouped by customer and days late. Includes customer phone/email and payment history. Helps teams prioritize collection calls and spot repeat offenders.
How long does setup take?
Under 5 minutes. Connect your tools and Nora handles the rest.
Which tools does this use?
Uses FreshBooks and Gmail, run by your Finance Manager.
How much time does this save?
Saves approximately 1.5 hours/week, running daily at 7 am.