Invoice Automation
Send Once.
Get Paid on Time.
Every Time.
Most invoicing tools still leave you sending, reminding, and reconciling by hand. BOOJEE Invoice Automation configures automated sends, payment reminder sequences, and reconciliation inside the tools you already use — so you stop chasing payments manually.
Six systems that turn invoicing into a hands-free revenue engine.
We map your billing workflow, configure every trigger, and hand you a system that runs without you — from the moment a job closes to the moment cash clears.
Invoice Template Design
Brand-matched templates for every job type — one-time projects, retainers, milestone billing, and subscriptions — built inside your existing invoicing tool.
Auto-Send on Trigger
Invoices fire automatically when a job status changes, a contract is signed, or a delivery milestone is hit — no manual send, no forgotten bills.
Payment Reminder Sequence (3-Touch)
A calibrated 3-email sequence: friendly reminder 3 days before due, due-date nudge, and a firm 7-day-past-due notice — all automated, all on your schedule.
Late Fee Rules
Configure automatic late fees that apply on day 15, 30, or your chosen threshold. Terms are disclosed upfront in the invoice footer — professionally, not aggressively.
Payment Sync to Your Books
Payments sync into QuickBooks, FreshBooks, or your connected accounting tool via its native integration — so your ledger stays current without manual re-entry. We handle the automation wiring; your accountant still owns the books.
Client Payment Portal
Clients see all outstanding and paid invoices in a clean portal — no more "can you resend that?" emails. ACH and card both accepted. One-click pay.
From intake to automated in 48 hours.
A simple four-step process. We do the heavy lifting — you approve and go live.
Step One
Map Your Billing Flow
We learn your job types, billing triggers, due terms, and current invoicing tool on a 30-minute intake call.
Step Two
Configure Templates
We design brand-matched invoice templates and build every trigger, so invoices send the moment a job is ready to bill.
Step Three
Set Reminder Rules
We program your 3-touch reminder sequence, late fee logic, and escalation timing — reviewed and approved by you before anything goes live.
Step Four
Go Live
We run a test invoice end-to-end, confirm reconciliation syncs, and hand you documentation. You are live — and done chasing payments.
One-time setup. No subscriptions. No per-invoice fees.
Choose setup only, or let us manage your invoice operations for 90 days while you focus on the work.
Package 1
Setup
ONE-TIME
- Invoice template design (up to 3 types)
- Auto-send triggers configured
- 3-touch reminder sequence built
- Late fee rules set up
- Accounting reconciliation connected
- Client payment portal activated
- End-to-end test run
- Setup documentation delivered
Package 2
Setup + 90-Day Management
ONE-TIME
- Everything in Setup
- 90 days of active invoice monitoring
- Escalation handling for unresponsive clients
- Monthly performance report (% paid on time)
- Reminder copy optimization after 30 days
- Late fee rule tuning based on results
- Priority support via email
- Handoff session at day 90
Find out what late payments are actually costing you.
Adjust the sliders to match your business. These figures are illustrative estimates based on the inputs you set — not a guarantee of results.
Sitting Unpaid
(6% Opportunity Rate)
of Late Payments
Estimates assume the amount paid late carries a 6% annual opportunity cost while outstanding; actual impact varies by business. Get started today →
Billing that runs without you.
Once setup is done, invoices send on trigger, reminders go out on their own schedule, and payments flow through a client portal that syncs back to your books. Instead of chasing the same emails each week, you review a system that already handled the follow-up — and you keep full ownership of every trigger, template, and sequence we build.
Common questions.
What invoicing tools do you work with?
We configure automation within QuickBooks, FreshBooks, Stripe Invoicing, PayPal Invoicing, HoneyBook, Dubsado, and most major tools. If you are using something else, just tell us — we can typically work with any platform that has automation or webhook support. We do not require you to switch tools.
How fast will we actually see a change in payment speed?
It depends on your clients and billing cycle, so we won't promise a specific number. The mechanism is straightforward: a 3-touch reminder sequence nudges clients who intended to pay but forgot, before and after the due date, and the client payment portal removes friction for the rest — so follow-up happens automatically instead of falling to you.
What if my business has multiple invoice types?
The Setup package includes up to 3 invoice template types (e.g., deposit, progress billing, final invoice). If you need more, we can add additional types at a flat rate. Just mention your billing structure in the intake form and we will scope accordingly — no surprises.
Do you help with the reminder copy or just the technical setup?
Both. We write the reminder emails as part of the setup. Copy is calibrated to be firm but professional — clients stay happy, but they also pay. If you have an existing tone or brand voice, share it and we will match it. The 90-Day Management package includes copy optimization after 30 days based on open and payment rates.
Can I run this myself after setup is done?
Yes — that is the point. We deliver full documentation and a short walkthrough video showing you exactly how every trigger, template, and sequence works. You will be able to add new invoice types, adjust reminder timing, and tweak copy without us. The Setup package is a one-time engagement; you own everything we build.
Tell us about your invoicing setup.
Fill this in — we will review and reach out within one business day with a recommended package and timeline.
Invoice Automation Inquiry
Takes about 90 seconds. No commitment required — just a scoped recommendation ready to move when you are.
Stop chasing.
Start closing.
Automated sends, smart reminders, one-click reconciliation. $398 – $798 one-time. Live in 48 hours.