Automate invoice chasing
Direct answer
Invoice chasing should start inside the accounting software you already pay for. If you still want a different voice, a workflow tool can create an email draft you send yourself. The Make playbook is that path. The agent does not mark an invoice paid and does not talk to HMRC.
For anyone waiting on a handful of unpaid invoices. The books stay in the accounting tool. The agent only prepares a draft.
The first chase should be the reminder inside Xero, FreeAgent, QuickBooks, or whatever you already pay for. Build a separate automation only when that wording is too blunt or you want a log of what you sent.
Nothing in this task should mark an invoice paid, change a bank feed, or threaten legal action. Those are decisions, and they are yours.
Playbooks
- Automate invoice chasingMake1–2 hours if the built-in reminder is not enoughabout £0, or about £7 if you outgrow the free plan/mo
Chase overdue invoices with Make drafts
Turn on the reminder feature inside the accounting software you already pay for. If that wording is too blunt, use Make to create Gmail drafts for overdue invoices and send them yourself. Do not let an automation mark invoices paid. This has not been live-tested.
Comparisons
Questions
Why not let it send the chase automatically?
A wrong tone to a good customer is expensive, and a chase that goes out twice is worse. A draft keeps the send with you.
Does this file my tax?
No. Making Tax Digital still needs compatible record software if you are in scope. A reminder email is not a quarterly update.
Zapier, Make, or n8n?
Read the comparison. Make is the free hosted path for a multi-step draft. Zapier is familiar and tight on the free plan. n8n is for people who will host or pay for Cloud.