Set up a first invoice chasing workflow in Claude

说明与用途

使用Claude和Small Business插件自动化逾期发票提醒，减少草稿时间，提高小型企业效率。

问题

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

结果

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.

工作流

• 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.

证据

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

来源

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.

来源

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

来源

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.

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