Chase overdue invoices in MYOB without writing every reminder yourself

The overdue list keeps growing because nobody likes chasing it

Every week, a few invoices slip past their due date. You know you should follow them up, but each one needs a different tone. One client always pays in the end and just needs a nudge. Another is two months late and needs a firmer note. So the list sits there, and the money you’ve already earned sits with your clients instead of in your account.

Why MYOB on its own doesn’t do the job

MYOB knows exactly which invoices are unpaid and by how many days. It can send invoices and help you follow them up.

What it can’t do is read the room. It doesn’t know that one client has been with you for years, or that another asked for a payment plan on the phone last week. A one-size reminder can sound cold to a good client and too soft to a slow one. So most owners end up writing each reminder by hand, which is why it doesn’t get done.

How we set it up in MYOB

We start by mapping how you work (the industry calls it process mapping). We ask how you chase invoices now, when a nudge turns into a phone call, and which clients you’d always handle yourself.

Then we set up an AI helper that checks MYOB each week for overdue invoices. For each one, it drafts a reminder in your tone, with the invoice number and amount filled in, at the right step for how late it is. Clients on your hands-off list get skipped. Anything that looks odd, like a part payment or a disputed amount, goes on a short list for you or your bookkeeper instead.

You open your inbox, read the drafts, change anything you want, and send. The AI helper never changes anything in MYOB, so your books stay exactly as your bookkeeper left them.

When automating MYOB is the right call, and when it isn’t

It’s worth it when you send a fair number of invoices each month and the overdue list keeps creeping up. The drafts take the dread out of the job, and the money comes in sooner.

If you only send a handful of invoices a month, MYOB’s own reminders or a quick personal email will do. And a client who’s struggling or upset needs a phone call from you, not a better-worded email. We’ll set the AI helper to flag those, not write to them.

Where to go next

See the wider automating repeat work service, or read about MYOB. If you use Xero instead, see automating repeat work in Xero. See how we work with marketing and creative agencies and hospitality and events. When you’re ready, get your AI Starter Plan.