Know who owes you. Know who to call.
An invoice nobody follows up on can sit for a month before anyone notices. With chasing on, Redline watches every unpaid invoice and taps you on the shoulder at day 3, 7 and 14. It tells you, not your customer, so you decide whether it's a call, an email or a pass.
Friday afternoon AR check
4 unpaid invoices, $9,320 in all. Overdue: Carla Ruiz, $2,900, sent 15 days ago, and Ben Okoye, $1,140, sent 8 days ago.
Want a reminder email drafted to Carla?
Here's the draft to Carla, asking for payment by the end of next week. It goes from your Gmail when you approve it.
A reminder to the customer is always an email you approve. Redline never sends one on its own.
The chasing timeline
Chasing is on by default when you send an invoice. Each step is counted from the day it was sent.
Day 0: invoice sent
The pay link is live and the invoice sits under Sent in Money.
Day 3: first flag
The invoice is marked overdue in Money and you get a push saying who to call.
Day 7: second flag
Still unpaid, so another push. A good time for a friendly email or a phone call.
Day 14: last flag
The third and final push. If it's still open now, pick up the phone.
Paid or voided: it stops
The moment the customer pays on the pay link, or you void the invoice, chasing ends.
Where overdue money shows up
Money, Overview
Overdue and Chasing sit next to collected and outstanding, so the problem is on the first screen.
Money, Invoices
The Overdue list holds every flagged invoice, separate from Sent and Paid.
The customer's file
Their Invoices tab shows every open and late invoice, so whoever answers their call knows. See contacts.
Home
Overdue is one of the buckets in Redline RPMs, next to work done but not invoiced.
Your morning push
Money is one of the things the morning brief can lead with when it's the most important thing that day.
One tap to call
The Call button opens your phone's dialer. Log the call afterwards so the next person knows what was promised.
Straight answers before you switch
Redline does
- Flag unpaid invoices at day 3, 7 and 14 after sending
- Push you who to call, in the iPhone app
- Answer "who owes me?" by chat
- Draft a reminder email for you to send from Gmail
- Stop the moment an invoice is paid or voided
Redline doesn't
- Email or text your customer on its own
- Send the alert by email or to a web browser (push needs the iPhone app)
- Chase deposit invoices
- Take bank transfers on the pay page (card only)
Questions contractors ask
Will Redline nag my customers?
No. Every alert goes to you. If you want the customer reminded, ask Redline to draft an email and send it from your own Gmail.
Do I need the iPhone app?
For the push, yes. Without it you still see the Overdue list in Money on the web and can ask the chat who owes you. See the iPhone app.
Can I turn chasing off?
Yes. Chasing is a switch in Money, and it's on by default when you send. With it off, you won't get the day 3, 7 and 14 alerts.
Which plan includes overdue alerts?
Solo and up, along with invoicing, at $29 a month with a 7-day free trial on the web. See pricing.
Stop carrying AR in your head.
Turn on Solo, send your invoices from Redline, and let it tell you who to call.
Keep reading
- Invoicing and card paymentsInvoice from the job in two taps or one message. Customers pay by card.
- Morning brief and remindersOne morning push with your top priority, plus reminders set by chat. iPhone app.
- Email from your GmailEmails drafted by chat and sent from your own Gmail. Send-only, never reads your inbox.
- Expenses and reportsReceipts filed against the job, profit per job after materials, and CSV exports.
- General contractor invoicing softwareDeposit, milestone draws and change orders billed by chat, each draw tracked.