Between jobs
Check unpaid invoices once a week
Make a short payment follow-up list from a fresh invoice report.
Fictional example.
Start with the current balance
Use the invoice number, due date, original amount and remaining balance. Add any payment since the export was made. CrewBuddy can prepare wording from a report without needing bank access. Keep receipts in the job record instead of copying payment details into group messages.
Check reminders already running
QuickBooks and Xero offer their own reminder settings. Assign one place to send each reminder so the customer does not hear from two systems at once. A draft does not reconcile your books, apply a late fee or decide how to handle a dispute.
Connections: QuickBooks, Xero.
What you send
A dated unpaid-invoice report, recent payments, disputed items and existing reminders.
What CrewBuddy prepares
A list separating invoices to check, reminders to draft, and accounts needing your review.
What to keep in mind
A report is a snapshot. Check partial payments and disputes before sending a balance.