How to Automate Invoice Chasing With Xero or MYOB (and Get Paid Faster)

Stack of invoices with a payment notification bell, reminder cycle arrows and a calculator

The job’s done, the invoice is out, and now you’re in the worst part of the trade: waiting to get paid, and deciding when a reminder tips from “professional” into “awkward”. So most invoices get chased late, inconsistently, or not at all — and your cash flow wears the cost.

The real cost of chasing invoices by hand

Chasing money by hand fails for the same reason quote follow-up fails: it depends on you having a spare minute and the appetite for an uncomfortable conversation. Every week an invoice sits unpaid, you’re effectively financing your customer’s renovation — interest-free, out of your own pocket.

What automated invoice chasing looks like

An invoice-chasing automation plugs into Xero or MYOB and watches your receivables. When an invoice passes its due date, a sequence kicks off:

  • A few days overdue: a friendly nudge. “Hi Mark, just flagging invoice #1042 slipped past its due date — link below if it’s handy.”
  • A couple of weeks overdue: a firmer, still-polite reminder with the payment link front and centre.
  • Seriously overdue: a final notice, and a task lands in your inbox so a human takes over before things escalate.

The non-negotiable feature: it syncs with your accounting software before every send. The moment a customer pays, the sequence stops. Nothing torches goodwill faster than chasing an invoice that was paid yesterday — a properly built automation makes that impossible.

Why automation beats “the accounts spreadsheet”

  • It’s consistent. Every invoice gets the same professional treatment — no customer gets forgotten, none get hounded.
  • It removes the awkwardness. A system sending a standard reminder isn’t personal. That’s precisely why it works.
  • It protects the relationship. You stay the friendly tradie; the “office” chases the money.
  • It gets you paid sooner. Prompt, reliable reminders shorten the gap between invoice and payment — which is the whole game for small-business cash flow.

Setting it up with Xero or MYOB

Both Xero and MYOB have basic built-in reminders, and if you’re not using anything today, turn them on — they’re better than silence. The step up is an automation that matches your voice, escalates sensibly, coordinates with texts as well as email, and loops you in when a job needs a phone call. That’s what we build on the Pro plan: you tell us how firm you want to be and when, and we wire it into your accounts.

Cash flow is the oxygen of a trade business. Stop chasing it on Sunday nights — see the plans and let the system do the reminding.

Want this running in your business?

Tell us what’s eating your week — we’ll build the automations and plug them into the tools you already use.

See plans & pricing
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