Discover effective invoice follow-up strategies bookkeepers can recommend to clients. Improve cash flow and client satisfaction. Learn more and boost your business today!
You've got a client who calls you, frustrated, because their cash flow is a mess. They hand you a stack of unpaid invoices and expect you to work magic. It's the same story every month. You tell them to follow up, be more organized, or send out invoices sooner, but next month, you're in the same spot, again. You're not getting paid extra for this, and it's eating up your time.
You’ve heard it all: "Be more organized," "Invoice sooner," "Be firmer." But let's face it, none of that solves the problem. Your clients are busy running their businesses. They send out the invoices, but when it comes to following up, it falls by the wayside. Manually chasing every overdue payment is overwhelming, and it’s not why you got into bookkeeping.
Imagine if every follow-up email could be drafted for you, tailored to each client, and only sent after you give the nod. ARPilot does just that. You approve each message, ensuring your personal touch remains. With a set schedule, follow-ups go out like clockwork, and you’re no longer the bad guy in your client's eyes. The free plan covers up to 10 invoices a month, and the paid plan starts at just $99. One recovered invoice can more than pay for the service for a year.
Picture this: Once a week, you check your ARPilot dashboard. It shows you which invoices need follow-up. You review and approve pre-drafted messages in minutes. No more wading through emails or spreadsheets. You know exactly who owes what, and when money is likely to come in. More importantly, your clients see you as the hero who helped them get paid without lifting a finger.
Why should I use ARPilot over other tools? ARPilot integrates seamlessly with QuickBooks Online, and it drafts personalized follow-ups for your approval. It's simple, cost-effective, and doesn't require a steep learning curve or additional fees for every user.
How does ARPilot save me time? By automating the drafting and scheduling of follow-up messages, it eliminates the need for you to manually write and send reminders. You approve messages with a click and focus on more important tasks.
What if I only have a few invoices? No problem. The free plan covers up to 10 invoices a month. If you need more, the paid plan is affordable at $99 a month, and recovering just one overdue invoice can cover the cost.
Is my data safe with ARPilot? Absolutely. ARPilot logs every action, and all data stays within your QuickBooks Online system. Each customer interaction is timestamped, ensuring complete transparency and security.
How easy is it to get started with ARPilot? It’s straightforward. No implementation calls are needed. Sign up, connect to QuickBooks Online, and you’re ready to start approving follow-ups. Enjoy a 15-day free trial to see how it works for you.
Connect QuickBooks Online, let ARPilot write the follow-up, and see what comes back. You read every message before your customer does, and the chasing stops the moment an invoice is paid.
David is the Co-Founder of DALE Labs, he is a Full Stack Developer with years of experience creating terrific web experiences. During his time as a developer, he has lead teams, trained developers, launched new products and created tons of value for a plethora of clients around the world.
Reviewed by Leonardo Shapiro, Co-Founder DALE Labs
ARPilot drafts the follow-up on every open invoice, matches the payment when it lands, and stops chasing the moment you are paid. Start on the free tier and check the mechanics yourself.
Published pricing, billed monthly. Annual billing is about two months free.
Free
$0 /month
10 invoices per month
Starter
$99 /month
50 invoices per month
Professional
$299 /month
200 invoices per month
Enterprise
Custom
Unlimited invoices per month
Connects to QuickBooks Online in about fifteen minutes. No implementation partner. Compare every plan