Upload an invoice the day you send it, and Payment Recovery Agent manages the payment journey: a warm first message with the payment link, polite follow-up on a schedule, customer questions handled, payment option requests surfaced, and owner visibility from the first touch to the final thank-you.
Less manual chasing. More owner visibility. Every invoice on a managed payment journey.
The business version is built to feel like adding a dependable payment assistant, not another dashboard. You approve the rules once, then every invoice moves through a polite, professional payment journey while anything sensitive comes to your team first.
Business identity, sender settings, your payment processor (Stripe, Square, QuickBooks) and accepted methods like Zelle, payment-plan terms, tone, cadence, and a consent/authorization attestation - configured one time, so the agent always answers the way you would.
Upload an invoice and the payment journey begins the same day with a thank-you and payment link - long before anything is overdue. Anything sensitive waits for your team review first.
Disputes, refunds, hardship, VIP relationships, "already paid" reports - the agent brings them to you with full context instead of pressing forward on its own.
Responses, STOP requests, and delivery issues are logged, handled inside your rules, and brought to you whenever a person is needed.
See the full payment journey on representative invoices - the day-one message, the follow-up schedule, the payment page, and the owner's view of payment activity - before anything connects to your live billing tools.