Download for Mac
Download for WindowsWhat Invoice Chaser does
Get paid on time without writing awkward reminder emails.
- You get
- Overdue list with reminders
- When it runs
- Weekdays at 09:00Overdue check · Tells you in its chat
- Asks you first
- Invoices and reminders go out only after your go.
- Stays quiet when
- Nothing is overdue.
- Works with
- QuickBooks, Xero and Gmail
Before you start
You need Incredible on your Mac or PC. If you don’t have it yet, the Set up Invoice Chaser button offers the download, and Incredible is free for 7 days.
Invoice Chaser works with QuickBooks, Xero and Gmail, and uses the ones you have. Connect them when Invoice Chaser asks, or let it work in your browser, where you’re already signed in.
How to set up Invoice Chaser
Six steps, from finding Invoice Chaser in the app to its first round of work. Each picture shows what you’ll see in Incredible.
1Find Invoice Chaser in Use cases
Open Use cases from the sidebar in Incredible. Invoice Chaser is under Operations & finance, and you can also search for it by name. Tell me more on its card opens it. The Set up Invoice Chaser button on this page opens it in Incredible too.
2Read what it does, then press Add
The sheet shows what Invoice Chaser hands you, when it runs and what it asks you before it acts. Nothing is set up until you press Add.
3Incredible makes the agent
Add hands the request to Incredible in its chat. Incredible makes Invoice Chaser, adds it to your sidebar and sets its routine: weekdays at 09:00.
4Answer its first question
Invoice Chaser introduces itself and asks what it needs to work for you, such as which apps you use. If one isn’t connected yet, it asks you to connect it, or works in your browser where you’re already signed in.
5Approve its first round of work
Invoice Chaser does the work in your apps and tells you what it found. Anything it wants to send waits for your answer, in its chat and on your Needs you list.
6Correct it once, and it remembers
When something isn’t how you want it, tell Invoice Chaser in its chat. It saves the correction as a rule in its memory and follows it from then on. Its routine is in the same panel, where you can run it now or switch it off.
Two more agents for getting paid
Each is made for one kind of person. You set it up the same way, from Use cases or with its button here.
For agency owners and freelancers: an agent that bills every client at the start of the month
If you bill by the hour, the first days of every month go to adding up timesheets and copying them into invoices. On the first weekday of the month, Monthly Billing reads the hours and expenses tracked for each client, makes the invoices in QuickBooks and writes a short note to go with each one.
Monthly BillingQuickBooks and Google Sheets
Set up Monthly BillingFor finance leads: an agent that tells you every Monday where your cash stands
Knowing how many weeks of cash you have left means pulling numbers from the bank, the accounting tool and your payment provider. Every Monday at 07:30, Cash Snapshot reads your balances, open invoices and upcoming bills, projects the next eight weeks and flags any week that looks tight. It tells you out loud.
Cash SnapshotXero, Stripe and your bank’s website
Set up Cash SnapshotQuestions
Does Invoice Chaser send anything without asking me?
Invoices and reminders go out only after your go. Everything waiting for you shows in its chat and on your Needs you list, and you can tell it which things it may do on its own.
What if I don’t use QuickBooks, Xero or Gmail?
Tell Invoice Chaser which tool you use when it asks. Agents work in any app you connect to Incredible, and in your own browser on any website where you’re signed in.
Can I change what Invoice Chaser does later?
Yes. Tell it what to change in its chat, in your own words, and it updates its routine, its rules and what it does. You can also run its routine now or switch it off from its panel.
