Invoice and payment reminders agent
The invoice goes out when the job is done, not at midnight
The billing you used to do after the last job of the day, and the awkward call asking whether a check is in the mail, both come off your plate. This agent sends the invoice, the reminders, and the news of who paid.
Invoice and payment reminders agent
What does an invoice and payment reminders agent do?
An invoice and payment reminders agent sends the invoice as soon as a job is marked done, follows up with polite reminders while it stays unpaid, and tells you who has paid. Optimus Business Solutions in Salem, New Hampshire builds it on top of the invoicing software you already use, so every invoice carries your prices, your terms and your pay link. You pick the reminder schedule and the tone. When a payment lands, the reminders stop on their own and the job shows as paid.
Who it helps
For the owner who does the billing at night
Billing is the job that comes after the job, so it gets done last, if it gets done. Invoices go out days late, a few never go out at all, and money you earned sits with the customer. Asking a nice customer to pay feels awkward, so it waits. This agent helps the owner who keeps the books alongside the work, and the small office juggling billing with everything else.
- Owners who invoice after hours
- Jobs finished but never billed
- Customers who mean to pay and forget
What it does
From job done to money in, with reminders between
When a tech marks a job complete, the invoice goes out that same day, with the work described in words your customer will understand. If it is still open after your terms, a friendly reminder follows, then another on the schedule you set, each with the link to pay. Once a payment comes in, the reminders stop, the job is marked paid, and your list updates.
- Invoice sent the day the job is done
- Reminders on your schedule, with the pay link
- Reminders stop the moment it is paid
Connected
Uses your invoicing and your bookkeeping
It works through the invoicing and bookkeeping software you already run, and through your field software if that is where jobs get marked done. Invoices come from your account and payments go to your account. Card details are entered on your payment provider's own pay page, never typed into a text. Your bookkeeper sees the same invoices and payments they see today.
- Your invoicing and bookkeeping software
- Jobs marked done in your field software
- Payments taken on your provider's pay page
You stay in charge
Polite by default, and money questions come to you
You set the terms, the tone and how many reminders a customer gets. It never adds a late fee you did not set, never threatens, and never sends anyone to collections. A customer who disputes a charge, asks for a payment plan or says money is tight gets a kind reply and goes straight to you. Every invoice and reminder sent sits on the record with its date.
- Your terms, your tone, your schedule
- Disputes and payment plans come to you
- A dated record of every invoice and reminder
Keep going
Where this connects
Each agent takes one job. These are the pages it works beside.
Questions owners ask
Invoice and payment reminders agent: straight answers
Will reminders annoy my good customers?
Not when they read like a note from you. The first one is a simple heads up with the link, the kind a busy customer is glad to get. Regulars you trust can be put on a gentler schedule or left out of reminders entirely, and the moment anyone pays, everything stops.
Can it take payments by text?
It sends a link to pay, and the payment happens on your payment provider's own secure page, the same one your invoicing software already uses. It never asks for a card number in a text or an email, and never keeps one. The money lands in your account, the invoice is marked paid, and the reminders stop.
What about customers who pay by check?
When a check comes in, whoever opens the mail marks the invoice paid in your software, the way they do now, and the agent stops the reminders for that customer. If your deposits already show up in your bookkeeping, those can be matched to the open invoice too, so a customer who paid never gets a reminder by mistake.
Does it handle deposits and progress billing?
Yes, if your invoicing software does. A deposit request can go out when the customer signs, and a progress invoice when each stage of a bigger job is reached, all on the rules you set. The agent sends each one at the right moment and ties the reminders to the right invoice, so the customer is never confused about what they owe.
Who sees the list of who has paid?
You, and anyone on your team you choose. The list shows each open invoice, how long it has been out, the reminders already sent, and anything a customer wrote back. It is the same money you could dig out of your invoicing software, put in plain words, so you know at a glance who to call yourself.
Tell us the job that eats your time
Book a 15-minute call and describe the job; you get a straight answer on whether an agent fits it.