Set up a first invoice chasing workflow in Claude

Описание и применение

Автоматизация напоминаний о просроченных счетах в малом бизнесе с помощью Claude и плагина Small Business сокращает время подготовки писем и повышает эффективность.

Задача

Small businesses lack time to manually chase overdue invoices, leading to inefficiencies and missed revenue.

Результат

The workflow automates drafting of invoice reminders, cuts drafting time from ~10 minutes to ~2 minutes per email, and centralizes approvals, improving efficiency for small businesses.

Рабочий процесс

• Pick the plan (Pro or Team).
• Install the Small Business plugin via the desktop app.
• Run onboarding with /smb-onboard to connect tools.
• Connect accounting tools (QuickBooks, Xero, Stripe, etc.).
• Run invoice‑chase in Manual mode and review drafts.
• Schedule the workflow, ensuring approval mode for email or money‑touching actions.

Доказательства

Chasing overdue invoices is the job that waits for a free hour, and in a small company that hour rarely comes.

Источник

The invoice‑chase workflow takes over the assembly: it ranks overdue invoices and drafts a reminder for each one, matched to how that customer has paid before.

Источник

Run invoice‑chase in Manual mode and review drafts for at least two billing cycles.

Источник

Pro costs $20 a month, or $17 billed annually. Team takes 2 to 150 seats; a Standard seat is $25 a month, or $20 billed annually.

Источник