Invoices that are overdue
A message when a due date has passed, with the customer, the amount and the number of days. Schakel never contacts your customer itself.
An overdue invoice is an invoice nobody thinks about. Moneybird knows, but it is in a screen you only open once you were thinking about it anyway.
Schakel checks daily which invoices are past their due date and messages you about them: the number, the customer, the amount and how many days it is over. Nothing more, because nothing more is needed to decide whether you are going to call.
Schakel never contacts your customer itself. The notification goes to you, and what you do with it, calling or mailing, stays your decision and your tone.
What it does
- Checks daily which invoices are past their due date.
- Sends the invoice number, the customer, the amount and how many days it is over.
- One notification per invoice. Your customer never hears from Schakel.
- You can ask in the chat what is outstanding and what is overdue, without waiting for a notification.
How to switch it on
Leave the notification on
It is on by default and costs you nothing: it is the notification most people switch this automation on for.
Decide yourself what to do with the notification
Schakel only tells you. Whether you call or mail your customer is up to you.
Also available
Every switch works on the same Moneybird connection. Turn on what you need and leave the rest off.
- The assistant A chat in your Schakel dashboard that handles invoices, quotes, receipts, hours, contacts and questions. Anything that writes shows you first what it is about to do.
- Matching payments to invoices Schakel reads your unprocessed bank transactions and finds the open invoice each one belongs to. Propose the match or book it, you choose.
- The receipt behind a payment Money goes out and no purchase invoice belongs to it. Schakel asks for the receipt, and reminds you once if it does not turn up.
- Monthly summary On the first of the month: what you invoiced, what came in and what is still outstanding.
- Quarterly VAT reminder At the start of a new quarter, a reminder that the return is coming, with the deadline attached.
- Unprocessed bank transactions A nudge while bank transactions are still open, and it stops by itself once the pile is empty.
- WhatsApp as well The same conversation on your phone, both ways. An add-on, not a requirement.
Common questions
Does Schakel chase my customers?
No. The notification goes to you, not to your customer. Schakel never sends anything to your customers on its own.
Do I hear about the same invoice again every day?
No. An invoice going overdue produces one notification. After that you see it again by asking what is outstanding.
Turn this switch on.
30 days to try everything, no card required.