Agencies
Automated invoice reminders for agencies
Manage dozens of accounts without late payments adding up.
When you're managing 20, 50, or 100 client accounts, late payments aren't just a cash flow problem. They're an admin black hole. Chasing invoices across dozens of relationships takes time you don't have, especially when every client expects a different approach.
CLIENT INVOICE TRACKING
See what's overdue across every client account, without opening 20 tabs
Every unpaid invoice from every client, in one place. Search by client name, filter by status, and drill into any invoice to see its full history. From your biggest retainer to the smallest project.
What you'll see:
- Outstanding invoices across all client accounts, from retainers to one-off projects
- Search by invoice number, client name, or amount
- Filter by status: unpaid, overdue, paid, or void
- Full invoice details including due date, contact, and email history
CLIENT RELATIONSHIPS AT SCALE
Different clients, different approaches. Manage them all without a spreadsheet.
Your retainer clients aren't the same as your project clients. Set up contacts per account, exclude specific people from reminders, and adjust the tone and timing to match each relationship.
How it works:
- Per-client contact management with inclusion and exclusion controls
- Customise reminder schedules for retainer vs. project clients
- Choose which contacts receive reminders on each invoice
- Keep client relationships intact while still following up consistently
SET-AND-FORGET REMINDERS
Your account managers have better things to do than chase invoices
Configure your reminder cadence once and let Solido follow up across every account. When a client pays, reminders stop automatically. No manual tracking, no awkward double-ups.
Key capabilities:
- Pre-due and overdue reminder schedules with escalating tone
- Automatic pause when payment is received in Xero
- Per-client overrides for your most important accounts
- Full visibility into what has been sent and what is scheduled next
Reclaim Account Manager Time
Stop your team spending hours chasing invoices across accounts
Protect Client Relationships
Professional, tailored reminders that match each client relationship
Cash Flow Across Every Account
Consistent follow-ups so invoices don't quietly age across your book
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Ready to stop chasing invoices across every account?
Setup takes about 10 minutes. Start with the accounts that need it most.
