Unpaid invoices do not age well. The longer a reminder waits, the harder the conversation gets. Most teams send reminders only when cash flow forces them to.
Your Squad teammate makes the chase a routine. It has its own email address, so reminders come from a real inbox that can hold a thread, not from a no-reply. Each weekday morning it reads Stripe, finds every overdue invoice, and writes one reminder per customer in the voice you set in the squad's shared Voice file.
Nothing sends on its own at the start. Drafts wait as one-tap approvals. When the drafts stay boring for a few weeks, tell the teammate to send the routine ones directly and hold only the big amounts for you.
One click, OAuth, done. The teammate reads invoices and payment status. It does not move money.
'Be warm. Wait 5 days. Attach the invoice on every reminder. Flag anything over $2,000 for me.' The teammate writes the rules into its own notes file and reads them at the start of every run.
Each morning the run lists the overdue invoices and writes one reminder per customer, from the teammate's own email address. Replies land back in that same inbox, and the teammate works the thread.
Drafts arrive as tickets in your queue. Approve, edit, or hold each one. A reminder over your flag line always waits for you.
No reply gets a friendly nudge at day 3 and a firm note at day 10 with the invoice attached. Day 20 becomes a choice card in your chat: escalate, write off, or call. Your click is recorded and the teammate acts on it.
Every send and every payment lands in the activity timeline. Ask 'who still owes us?' in chat and the answer comes from live Stripe data, not memory.
From: Tessa <tessa@yourcompany.squad.so> To: accounts@brightlane.co Subject: Invoice #1382 — friendly nudge Hi Dana, Invoice #1382 for $1,840 was due on Friday. I have attached it again so it is one click away. If it is already in your payment run, ignore me — and if anything on it looks off, tell me and I will fix it today. Thanks, Tessa at Brightlane
Your teammate connects through the integrations you approve, works on its own computer with its own browser, and asks you before anything irreversible.
You connect Stripe and say the rules in chat. Five minutes.
The first run finds 7 overdue invoices. All 7 drafts wait as tickets. You edit two, approve all.
The drafts stopped needing edits. You tell it: 'send under $500 directly'. The queue shrinks to the ones that matter.
Chasing is background noise. You see the day-20 choice cards, the payment log, and not much else.
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