Automation playbook · Invoicing & Payment Reminders
Get paid faster, without chasing.
Invoicing late, forgetting reminders and matching payments by hand slows your cash flow and eats hours of admin time every month.
- Trigger
- Milestone reached
- Automated steps
- 6
- Typical run time
- ~3s
- Replaces
- ~40 min by hand
The workflow
How it works, step by step.
Triggered by: milestone reached. Every step runs automatically, with logging, error handling and alerts built in.
Milestone reached
Project milestone completed or billing date arrives.
PM toolInvoice generated
Line items, taxes and terms filled in automatically.
AccountingSent with pay link
Invoice emailed with a one-click payment link.
StripeSmart reminders
Polite reminders before and after the due date.
EmailPayment reconciled
Payment matched to the invoice and marked paid.
AccountingTeam updated
Finance dashboard and project status refreshed.
Dashboard
Automated
—
Done by hand
~40 min
Faster
—
Outcomes
What you get back.
- Invoices go out the moment work is done
- Consistent reminders without awkward chasing
- Payments reconciled automatically
- Real-time view of what's owed and paid
What's included in the build
- Invoice generation from projects or schedules
- Payment links and card or bank payments
- Reminder sequences before and after due dates
- Automatic reconciliation
- Accounting software sync
- Cash flow dashboards
Works with
- Stripe
- QuickBooks
- Xero
- FreshBooks
- Gmail
- Slack
FAQ
Good questions.
The things teams usually ask about this workflow.
Will reminders annoy our clients?
Reminders are friendly, well-timed and fully customizable. You can pause them for any client with a single click.
Does it work with our accounting software?
We integrate with QuickBooks, Xero, FreshBooks and most platforms that offer an API.
Free strategy call · 30 minutes
Want this running in your business?
In 30 focused minutes, we'll map your biggest opportunities and outline the fastest path to results. No pitch deck, no pressure.
You'll walk away with
- Where you're losing time and leads today
- The quick wins worth doing first
- A recommended approach, timeline and budget range
- Honest advice, even if we're not the right fit
Prefer email? hello@deltacreationco.com or send us a brief.
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