How Settle sorts out an overdue invoice
A demonstration. This is an example conversation, not a real customer.
Invoice 10423,180.00
Marrickville Metalworks, owed by Jordan. Due three weeks ago, 21 days overdue.
Settle
Hi Jordan, it's Settle, the AI that looks after invoices for Marrickville Metalworks. Invoice 1042 ($3,180) is a few weeks past due, which isn't like you, you're normally one of the prompt ones. Everything okay on your end?Hey, sorry. Money's really tight this month, I can't do the full amount.
Settle
Thanks for telling me straight. Two options: split it over four weeks, or start smaller this week and catch up later in the month. What works for your cashflow?Honestly, neither. I've got wages going out Thursday and nothing spare. Can you just chase me next month?
Settle
Wages come first, I get it. But next month is a long time for Marrickville to carry this, and I'd rather it wasn't hanging over you either. When does money actually land for you — are you waiting on invoices of your own?Yeah, a big one should clear around the 18th.
Settle
Then let's build the plan around that. Nothing this week. $180 next Friday to get it moving, $1,500 on the 21st once your invoice clears, and the last $1,500 a fortnight after. If the 18th slips, reply here and we'll move it before anything bounces. Here's the link to approve — nothing comes out until you do.That I can actually do. Approved.
Settle
Done, Jordan. Marrickville knows it's sorted, and you won't hear from me again unless a payment's due or you need to change one. Good luck with the big invoice.The plan Settle set up
Plan active- Fri 18 Sep180.00
- Mon 21 Sep1,500.00
- Mon 5 Oct1,500.00
A $3,180 invoice, three weeks overdue, from ‘chase me next month’ to a fully approved plan built around the customer’s own cashflow. No threats, no discounts, no awkward phone call.
This is a demonstration of Settle, the AI assistant that looks after accounts for small businesses. In real use it reaches customers by SMS or email.