Chase overdue invoices without lifting a finger
A credit-control team that finds who's late every Monday, drafts a polite reminder for each, and sends nothing until you say yes.
You'll end up with a private finance team that reads your invoices, writes the reminders in your tone, and puts them in front of you to approve, so money gets chased every week and nothing goes out you didn't see.
About 15 minutes.
- 01
Hire the Credit Control team
With your model key added in Settings, press New team on the dashboard and pick Credit Control (or describe the job in a sentence and Jugg designs one). Its first job lists who's late and drafts a reminder for each, and sends nothing. Its budget is small: chasing invoices is light work.
- 02
Connect your invoices and your email
In Connections, sign in to Stripe (or PayPal or Square) and to Gmail or Outlook. Reading invoices never asks. Every change in a payment tool asks you first (a refund, a credit note, a new invoice), and so does every email, unless you choose otherwise for that connection.
- 03
Keep it to the people who handle money
In the team's Settings tab, under People on this team, add whoever approves reminders as Approver, and tick Only people on this team can see it. Its jobs, memory and documents are then hidden from everyone else in the organisation.
- 04
Put it on a Monday schedule
Under On-call triggers, add a routine for Mondays at 9am with the job: “List invoices that are past due, draft a short, polite reminder to each customer, and give me the list with amounts and days overdue.”
- 05
Approve, edit or skip each reminder
Each reminder waits for you under Needs you, and you're told by email (or in Slack or Telegram, if you've linked them). Approve it, edit the wording first, or turn it down with a note the team reads.
It can't move money on its own: payment, banking and spend tools ask before any change unless you give that one connection full access, and even then anything that moves money is checked against what the job is for before it runs.