Agencies
Automated invoice reminders for agencies
Manage dozens of accounts without late payments adding up.
CLIENT INVOICE MANAGEMENT
Single view of everything outstanding across all client accounts
See every unpaid invoice across your entire client base in one place. Search, filter, and drill into any invoice to check its status, amount, and full reminder history.
What you'll see:
- All outstanding invoices across every client account
- 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
Control who gets reminded and tailor your approach per client
Not every client should get the same reminder. Manage contacts per account, exclude specific people, and adjust the tone and timing to match the relationship.
How it works:
- Per-client contact management with inclusion and exclusion controls
- Customise reminder schedules for different client tiers
- Choose which contacts receive reminders on each invoice
- Maintain relationships while still following up consistently
SET-AND-FORGET REMINDERS
Automated follow-ups that pause on payment
Configure your reminder rules once and let Solido handle the rest. 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 tailored follow-up cadences
- Full visibility into what has been sent and what is scheduled next
Fewer Late Payments
Consistent follow-ups that keep invoices from slipping
Less Admin Work
Set your rules once and let automation do the rest
Client-Safe Approach
Professional reminders that protect your relationships
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Ready to automate your collections?
Setup takes about 10 minutes. Your first reminders can go out today.
