How can a finance team use AI to follow up on unpaid invoices without spending hours on reminders or damaging customer relationships?

---
title: "How to chase overdue invoices with AI"
description: "Start with the accounts receivable list and agree the follow-up steps, such as a friendly reminder after the due date, a second note with the invoice attached and a call from a person after that, plus which customers or amounts always go to a person first. AI checks each overdue invoice against payments received, drafts a reminder in the agreed tone with the right invoice details, and reads replies to sort them into promised payment, dispute, wrong contact or question. A person approves reminders before they go out at first, handles every dispute and decides on any fee, hold or escalation."
url: https://lidvizion.ai/answers/how-to-chase-overdue-invoices-with-ai/
site: Lid Vizion
index: https://lidvizion.ai/llms.txt
---

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# How can a finance team use AI to follow up on unpaid invoices without spending hours on reminders or damaging customer relationships?

Start with the accounts receivable list and agree the follow-up steps, such as a friendly reminder after the due date, a second note with the invoice attached and a call from a person after that, plus which customers or amounts always go to a person first. AI checks each overdue invoice against payments received, drafts a reminder in the agreed tone with the right invoice details, and reads replies to sort them into promised payment, dispute, wrong contact or question. A person approves reminders before they go out at first, handles every dispute and decides on any fee, hold or escalation.

## What this means in practice

- Agree the follow-up steps and which customers always go to a person.
- Check each overdue invoice against payments received.
- Draft reminders in the agreed tone with the right invoice details.
- Sort replies into promised payment, dispute, wrong contact or question.
- Have a person handle disputes and decide on fees, holds or escalation.

## How Lid Vizion approaches it

We start with the business decision and operating context, define ownership and measurable milestones, then use configuration, integrations, automation, or custom software only where each earns its place.

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