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Chase Overdue Invoices, Politely

For the cash sitting in overdue invoices. DuckyHelper learns QuickBooks' web API once, finds every overdue invoice, and drafts a reminder for each that fits how late it is, with the invoice attached. You approve the sends.

YOU SAY
“Find overdue invoices in QuickBooks and draft a polite reminder for each, firmer for 30+ days late.”
Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud.
DUCKYHELPER DOES
  1. 01
    Write small tools for QuickBooks, onceSmall JavaScript tools made from how QuickBooks already works. The next run calls them directly.listInvoices(status)getInvoicePdf(id)
    QuickBooks logo
  2. 02
    Find every overdue invoice
    QuickBooks logo
  3. 03
    Sort them by how late each one is
  4. 04
    Draft a reminder for each, with the invoice
    Gmail logo
  5. 05
    Ask before any reminder goes out
    Gmail logo

You getGet paid sooner. Friendly, right-sized reminders ready to send, on a schedule every Tuesday.

Chase Overdue Invoices, Politely

A run, drawn from this page · early access on Mac

WHERE IT ASKS FIRST

It's built to wait for your OK.

It does the work, then stops with the email ready for you. You see exactly what it wrote, then Send, Edit or Deny.

If it hits a sign-in, you sign in yourself. It's built not to type your passwords or card numbers.

GmailEmailNeeds your OK
A reminder for each, with the invoice.
MAKE IT ALWAYS ON

Do it once. Then let it repeat.

When it's done, it offers to keep doing it: on the 1st of every month. Each run goes through the API it learned the first time, so it's quick, and it's still built to ask before it sends or pays.

Always-on automations are in early access on Mac.

Make this automatic?Schedule
Chase Overdue Invoices, Politely
WhenOn the 1st of every month
DoesDuckyHelper finds overdue invoices in QuickBooks and drafts a friendly reminder for each, firmer for the older ones.
ThenAsks you before anything goes out
FAQ

Before you ask it.

What do I say?

Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud, in your own words, like "Find overdue invoices in QuickBooks and draft a polite reminder for each, firmer for 30+ days late."

Why is the second time faster?

The first time, it writes small JavaScript tools for QuickBooks and Gmail and builds an API from each site's own buttons, forms and requests. After that it calls them directly, so the job runs in one go instead of click by click. It costs less and breaks less.

Will it send anything without me?

It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money. It's built not to type your passwords or card numbers: you sign in yourself, and it picks up from there.

Why not just do it by hand?

Chasing payment is awkward, so overdue invoices sit for weeks.

Can it keep doing this on its own?

Yes. When it's done it offers to make it automatic (on the 1st of every month). Each run goes the same way and is still built to ask before it sends or pays.

Can I use this today?

Doing jobs in your apps is in early access on Mac. Talking to DuckyHelper, and having it see your screen and draw on it, works today on Mac, Windows and Linux.

Questions and jobs

Do anything

Ask it a question or hand it a job, in any app.

Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.