Drafts the invoice from the finished job and sends it after your yes. Then it reminds on a schedule and marks the invoice paid only when the money has actually arrived.
Every strategy we build connects the work to the people who actually see it. We are not generalists who happen to work here — we are the people who do the work.
The method is the same whoever the client is: research, structured planning, and real-time correction, with both the experience and the number it moves in mind.
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What creating an invoice looks like here
Mark the job done and the invoice drafts itself from the timesheet or quote: numbered by the system, tax applied once, one way to pay. You approve, it goes out.
InvoiceDueStatus
0412 Oakfield Ltdday 9reminder sent
0415 Harbour Cafepaidmatched
0409 J. Patelday 16second notice
Reminders you never have to send
Day 7 gets a nudge, day 14 a firmer one, and anything older lands with you, history attached. Nobody has to make the awkward call, because the schedule makes it.
Partner escalation
Document Chaseover 14
Held fora person
ApproveEdit
Escalations wait for your yes
Reminders run on their own. A final notice or a paused engagement doesn't. Those come to you as proposals with reasoning, and nothing reaches the client until you've said yes.
policies
checklists
regulations
filings
It knows your rates and your terms
Rate cards, payment terms, tax treatment and each client's billing contact live in the workspace, so the invoice is right the first time and nobody asks who to pay.
Paid means the money arrived
The status flips when the payment lands and matches the invoice number, not when somebody says it was sent. A failed transfer goes back to the inbox, not to paid.
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Send one from your phone
Text the AI agent the client and the amount on your way out of the meeting. It builds the invoice, shows you, sends it, and files the record where your accountant can read it.
How to set up create an invoice and get it paid on Clawnify
1
Describe the job
Tell your agent how you bill: hourly or fixed, your payment terms, tax treatment, and what a reminder from you should sound like.
2
Connect where the money shows up
Authorise the payment provider or accounting tool you already use, so the agent can see when an invoice has been paid.
3
Set the schedule and the guardrails
Pick the day 7 and day 14 reminders, and decide which escalations always need your yes before they go.
4
Review and approve
Read each draft invoice and each escalation in chat, approve it there, and leave the rest to the agent.
Questions we get asked
How do I create an invoice on Clawnify?
Two ways. Tell the AI agent the client, the work and the amount, in chat or by text. Or mark the job done and let it draft from the timesheet or the quote you already sent. Either way it numbers the invoice, applies tax once, adds your terms and one way to pay, and shows you the draft. You say yes, it goes out, and the reminder clock starts that day.
What has to be on an invoice?
A unique sequential number, the issue date, your business details and the client's, one line per item or hour with its price, the tax line, the total, the due date, and exactly one way to pay. Tax treatment changes by country and sometimes by client, so the agent uses whatever you've set in the workspace rather than guessing. If you invoice in Italy, electronic invoicing through Fatture in Cloud is a built-in connection.
When does it chase, and can I change the schedule?
By default a friendly reminder goes seven days after the due date, a firmer one at fourteen, and after that it comes to you. Change any of it per client. Reminders go out on whichever channel the client actually answers, email or WhatsApp, in your wording rather than a template's.
How does it know an invoice is actually paid?
It waits for the payment provider or accounting tool it's connected to report a payment that matches the invoice number and amount, and only then flips the status. A payment that was started and then failed goes back into the queue. That sounds like a small distinction until you've had an invoice sit at "paid" for a month with no money behind it. The European Commission estimates a company spends between 5 and more than 15 working days a year chasing late payments, and this is the job those days go on.
How is this different from an invoice template or an invoicing subscription?
A template gives you the document, and the document has been free for years. An invoicing subscription adds a reminder email and a paid status it can't actually verify, because it doesn't see where the money arrives. Here the invoice is a record the agent works on rather than a file it produced: it drafts it, sends it, reminds, brings escalations to you, matches the payment when it lands, and files the result next to the quote it came from and the accountant who needs it. That replaces a template, a reminder tool and a reconciliation spreadsheet with one thing.
Is this the same as quote to invoice?
No, it's the other half. Quote to invoice prices an inbound request and files the invoice. This one starts once the invoice exists: sending, chasing, matching the payment, closing it. Most practices want both, and they share the same client records.
When is this the wrong tool?
If you send a handful of invoices a month and they get paid on time, a free template and a calendar reminder are enough. It earns its keep when there are more invoices than you can hold in your head, or when one late payer can spoil a month.
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