Get paid on time without writing awkward emails.

Setup15 minutes
RunsWeekly, Tuesday 9:00
Savesabout 1 hour a weekestimate

What you getExample. Made-up business and numbers.

Overdue invoices · Tue 28 OctTotal overdue $14,200

Client	Invoice	Amount	Days late	Reminder
Brightside	1031	$6,000	32	Third, firm. Copy to the founder
Greenleaf	1042	$4,500	12	Second, friendly
Northwind	1047	$3,700	5	First, light

Draft to Greenleaf, second reminder

Hi Anna, a quick nudge on invoice 1042 for $4,500. It was due on 16 October. Could you let me know when it is scheduled? The PDF is attached again. Thanks, Emma

Rule from memory: Brightside pays on the 5th. A firm note before then rarely helps. Consider a call.

3 reminders waitingEditApprove 3

Every Tuesday, the agent lists overdue invoices from your accounting tool. It drafts a polite reminder per client, firmer as days pass. You approve each one.

How we estimate the time saved: About 1 hour a week checking who is late and writing reminders. Most owners put it off, which costs more than the time.

Start this playbook Book a call

Who it is for

Agencies and studios that invoice monthly and chase payments by hand. Also any store that sells to businesses on invoice.

that one task i hate from all my heart is chasing people who owe me money.

Small studio owner on r/smallbusiness

What you need

Connect these in Homla, under Connectors. Each person signs in with their own account.

Zoho Books or PennyLane
Email (IMAP/SMTP) or Outlook

Steps in Homla

1
ConnectConnect accounting and a mailboxZoho Books or PennyLane with an API key. A mailbox to send from.
2
MemoryAdd payment rules to memoryYour terms, who pays late on purpose, and who should get a call instead.
3
SkillSave the reminder skillCopy the skill below. Set the days for each step.
4
AgentCreate the agentName it "Reminders". Accounting read only. Mailbox with send set to "Asks first".
5
TriggerRun it weekly"On a schedule", Tuesday at 9:00.

The skill to save

Copy it into Skills, then New skill. Edit the parts in brackets.

Skill

Name: Overdue invoice reminder

Every week:

1. List unpaid invoices past their due date from the accounting tool.
2. For each, check our payment rules for this client in company memory.
3. Pick the step: 1 to 7 days late, light. 8 to 21, friendly. Over 21, firm, copy the client's founder.
4. Draft the reminder: invoice number, amount, due date, a clear ask for a payment date. 70 words max.
5. Attach or link the invoice again.
6. Never threaten, never add fees unless our terms in memory say so.
7. Write a total at the top and flag clients who should get a call.

Agent settings

Name	Reminders
Job, in plain words	Each Tuesday, draft reminders for overdue invoices, firmer as days pass.
Skills	Overdue invoice reminder
Tools	Zoho Books or PennyLane, invoices Read · Mailbox, send Asks first
Trigger	On a schedule, Tuesday 9:00, plus Run now
Approvals	Every reminder waits for a yes.
Who can use it	Founders, finance
Limits	2 runs a day

What stays under your control

Every reminder waits for you. Some clients need a call, not an email.
Read only in accounting. The agent cannot change or void an invoice.
Your tone, step by step. The skill sets how firm each step is.

Good to know

Odoo also works. For other accounting tools, add them as a custom connector by their link.

Related playbooks

Pairs well with these.

Get paid on time without writing awkward emails.

Start free. Save the skill, connect your tools, approve the first run yourself.

Start this playbook Book a call

Save the skill once, the whole team uses it
Memory keeps your rules and facts
Agents run it and ask before they act
Each person keeps their own access