The solo bottleneck
Chasing payments feels personal when you are the whole company.
This guide is part of a free series: 50 useful automations for people running the business alone. Download the printable PDF anytime: Free PDF — Send invoice reminders without awkward chase emails.
Stack that stays small
Stripe Invoicing or QuickBooks + automated dunning emails.
Tools named here: Stripe, QuickBooks, Zapier. Prefer official docs and native features before adding another SaaS.
Ship the automation
Turn on Stripe automatic reminders or QuickBooks payment reminders.
Standardize due terms (Net 7 / Net 14) so reminders stay consistent.
Add a Zap: invoice paid → Slack/email to you + thank-you to client.
Escalate only after two soft reminders — then a short human note.
Keep it honest
Polite automation collects more than guilt. Keep the copy short and factual.
Automations should reduce decisions and errors — not hide broken processes. If a Zap fails weekly, fix the process or delete the Zap.
Download
Grab the free PDF for this task: Download PDF. Or browse the full set from the homepage automation carousel.