Invoices that are overdue
A message when a due date has passed, with the customer, the amount and the number of days. Chasing is a separate choice.
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.
Whether Schakel chases your customer itself is a second switch, and it is off. Knowing something is late and sending something about it are two different decisions, and the second one is about the tone towards your customer.
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.
- Also reports when Moneybird itself sent a reminder, so you do not call a customer who has just been chased.
- Chasing is a separate switch and it is off. You turn it on yourself.
- 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 separately whether Schakel chases your customer
That switch is off. If you turn it on, you decide after how many days it happens.
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?
Only if you turn it on, and it is off. The notification goes to you, not to your customer. Chasing is a second switch with its own number of days.
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.