Creative production studios hate chasing money from the same clients they work hard to win. Wiring the invoicing system to an escalating reminder engine, with a friendly nudge, a formal notice and then a call task, typically cuts DSO by around 19 days.
Typical results
₪280K
Aged receivables collected
68%
Paid within terms, up from 41%
100%
Overdue invoices chased on schedule
Figures reflect typical results for this kind of automation.
The challenge
Payment chasing sat with the owner, who dreaded it. Reminders went out in irregular bursts between shoots, some clients were nudged twice, others never, and nobody knew the real receivables picture. Invoices routinely drifted 60-90 days past due, cash flow lurched from month to month, and the studio quietly financed its own clients.
Before and after
Days sales outstanding
−27%Invoices paid within terms
+66%Weekly hours chasing payments
−92%The automation
We synced the invoicing system to a Make-driven escalation engine that checks every invoice daily. Three days overdue triggers a warm, on-brand email with a payment link; day fourteen sends a firmer formal notice; day twenty-five creates a call task for the account manager, complete with the client's full payment history. Every step logs to the CRM, and a live receivables dashboard gives the owner invoice age, stage, and expected payment at a glance.
How it works
- 01
Daily sync
Invoice statuses pull from the invoicing system every morning; anything past due enters the sequence.
- 02
Friendly nudge
Three days overdue triggers a warm, on-brand email with the invoice attached and a payment link.
- 03
Formal notice
Day fourteen sends a firmer branded letter, copying the studio's account manager.
- 04
Human escalation
Day twenty-five creates a call task for the account manager with the client's full payment history.
- 05
Owner dashboard
A live receivables board shows every invoice's age, escalation stage, and expected payment.
Starts from
- Invoicing system sync
- Due-date tracking
Delivers
- Friendly + formal reminders
- Call task for account manager
- Live receivables dashboard
The impact
DSO typically drops from around 71 to 52 days within a quarter, and a large share of aged receivables comes in during the first two months. Invoices paid within terms can rise from about 41% to 68%, every overdue invoice is chased on schedule, and the owner's weekly chasing ritual is gone.
Questions about this automation
How are the reminder stages timed?
The automation syncs invoice statuses from the invoicing system every morning. Three days past due sends a friendly email with the invoice and a payment link, day fourteen sends a firmer formal notice, and day twenty-five creates a call task for the account manager. The thresholds can be adjusted per client.
Does a paid invoice stop the reminders right away?
Yes. Each daily sync checks the payment status before any message goes out, so an invoice marked paid leaves the sequence and never gets another reminder. Partial payments and agreed payment plans can be flagged to pause the sequence until the next agreed due date.
What does the owner see in the receivables dashboard?
The live dashboard lists every open invoice with its age, current escalation stage and expected payment date, plus totals by client. Every reminder and call task is also logged to the CRM, so the account manager sees the full payment history before picking up the phone.