QuickBooks Invoice Chaser with OpenClaw
The dunning policy you write is the whole product: how many days before the first nudge, how the tone hardens after that, the smallest balance worth chasing, and which accounts never get a templated email. OpenClaw is a plain agent following a plain set of rules, and this template hands it a schedule to follow rather than a judgement to make.
Watch it work before it's live
Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
Overdue sweep 12 August
Nine invoices are past due for a total of 38,420.00 GBP. Meridian Property Group holds three of them between 12 and 19 days old for 14,900.00 GBP, Calder Fit Out has a single invoice at 6 days for 2,180.00 GBP, and the remaining five are one invoice each between 3 and 11 days old. Nobody has been emailed about any of them this week.
Set up in minutes
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect QuickBooks
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Gmail
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Dunning policy
Your reminder ladder for overdue invoices - how many days past due before the first nudge, how the tone hardens at each step after that, the smallest balance worth chasing, how long to wait between reminders, and which accounts (payment plans, live disputes, your biggest customers) never get a templated email.
Runs on OpenClaw
Preselected for this page — connect your OpenClaw account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
Why OpenClaw for this agent
Your ladder, not its mood
Day seven is friendly and day sixty is not, and the difference is written down rather than depending on who was in a hurry. The tone stays consistent through a busy week.
Below the minimum, no draft
Balances under the threshold you set are skipped and reported. Chasing somebody for forty pounds costs more goodwill than it recovers.
Before you fork
How do I check the tone before a customer reads it?
The Disputed Invoice rehearsal is the one to run, since it stages a seventy four day overdue balance where the customer has disputed two line items in writing. Correct behaviour is no draft at all and a line in Slack explaining why. If your policy wording is ambiguous about disputes, that rehearsal is where you find out.
Run it with a different agent
Put QuickBooks Invoice Chaser to work on OpenClaw
Free to start. Guided setup, a test run against staged conversations, and it's live.