Invoice Reminder Add-on
Stay on top of overdue invoices to improve your cash flow
Free • Included with Standard plans only
Overview
The Invoice Reminder add-on enhances Firebean's standard financial reports with actionable overdue invoice intelligence. Late or unpaid invoices can significantly impact your cash flow and business health. This feature helps you stay on top of outstanding payments by automatically including overdue invoice summaries within your financial reports, allowing you to follow up with clients promptly.
Features
Automated Scanning: Daily scanning of QuickBooks accounts for overdue invoices
Multi-channel Delivery: Receive overdue invoice information in your email, and Slack reports
Prioritized Client List: See which clients have the most recent overdue invoices
Direct QuickBooks Links: One-click access to view and manage invoices in your accounting system
Total Outstanding Amount: Clear summary of total amounts owed to your business
Aging Information: Track how many days each invoice is overdue for better follow-up prioritization
Business Benefits
Improved Cash Flow
Timely reminders help you follow up on overdue invoices, improving your payment collection rates
Better Client Relationships
Professional, prompt follow-ups help maintain good client relationships while ensuring you get paid
Reduced Admin Time
No need to manually check for overdue invoices—they're automatically highlighted in your reports
Actionable Intelligence
Direct links make it easy to view the invoice details and take immediate action
Multi-channel Awareness
Get overdue invoice information in whatever channel you prefer to work with
Client Prioritization
Focus your collection efforts on the most recent overdue invoices first
How It Helps Your Cash Flow
Late or unpaid invoices are one of the biggest hindrances to healthy business cash flow. Even when business is good, delayed payments can create financial strain and limit your ability to invest in growth or manage expenses.
Invoice Reminders give you the visibility and tools needed to proactively manage your accounts receivable:
- Early Awareness: Know exactly which invoices are overdue without having to search
- Prioritized Follow-ups: Focus on the most important outstanding payments first
- Consistent Process: Establish a reliable system for invoice follow-up
- Quick Access: Jump directly to the invoice in QuickBooks to send reminders
By helping you stay on top of who owes you money, Invoice Reminders directly contribute to improved cash flow and financial stability for your business.