Systems/03 · Invoice Follow-Up
System 03 · The Loop

Collect every dollar. Without the awkward money chats.

Sends polite, graduated payment reminders that protect your client relationships and halt the exact millisecond funds clear in Stripe, QuickBooks, or your bank feed.

Book a demoFrom $600/mo
18 days faster AR collection
Automatic bank reconciliation loop
Zero awkward chases for paid clients
  1. 01 / 07

    Invoices get lost in busy inboxes

    Most clients don't hold back payment on purpose. The invoice just sinks under everything else, and nobody on your team wants to send the awkward chase.

  2. 02 / 07

    Lane watches the ledger

    Lane connects to Stripe, QuickBooks or Xero and your bank feed, and keeps track of every open invoice and how long it has been outstanding.

  3. 03 / 07

    Every invoice gets a loop

    A graduated plan: a warm courtesy note before the due date, a clear statement after it, and a firm escalation only if it is still open after 14 days.

  4. 04 / 07

    A reminder you approve

    Lane drafts each reminder in your tone, with the invoice PDF and a 1-click card or ACH payment link. Nothing is sent until you approve it.

  5. 05 / 07

    Graduated, never awkward

    If the invoice stays open, the next reminder follows on schedule from your billing address. Each one waits for your approval.

  6. 06 / 07

    Paid. The loop stops.

    The moment the payment clears in Stripe, QuickBooks or your bank feed, the remaining reminders are cancelled. No chasing a client who has already paid.

  7. 07 / 07

    On record

    An audit note posts to your Slack ledger and the invoice is reconciled, so everyone can see what was sent, what you approved and when it was paid.

Every invoice, followed up.

From open invoice to reconciled payment, with every reminder approved by you. Built, managed, and overseen by Botlane.

Your controls

You stay in control.

You approve every reminder

Lane drafts each reminder with the payment link attached. Nothing is sent until you approve it.

Pause for an extension

Pause a client's reminders for 7, 14 or 30 days from Slack or the web desk, without touching the rest.

Your wording

Every reminder template can be edited to match your tone and your history with each client.

Works with

The tools you already use.

All integrations

Gmail / Google Workspace

Approved emails go out from your own team or billing address.

Stripe

Invoices, subscriptions and payment status.

QuickBooks Online

Receivables aging and paid status.

Xero

Issued invoices and paid status.

Plaid

Confirms incoming wires and ACH transfers, so reminders stop once money lands.

Slack

Report summaries for the account team and notes on the invoice ledger.

A listed tool means Lane works with it, not a partnership with or endorsement by that company.

Pricing

One flat monthly retainer.

Billed monthly in advance. Cancel at the end of any billing cycle, with a 30-day money-back guarantee on your first month.

One Lane · Invoice follow-upSystem 03
from$600/mo
  • Integration with your existing tools
  • Managed operation & monitoring
  • Human approval on every output
  • Unlimited team seats
Book a demoCompare plans
Two Lanes
from$1,100/mo

This system plus any one other.

Agent Lane
from$1,500/mo

All three systems, with priority support.

Invoice Follow-Up FAQ

What if a client sends a check or wire outside of Stripe?

If you mark the invoice paid in QuickBooks or Xero, or if Plaid detects the corresponding deposit in your bank feed, Lane immediately terminates the loop.

Can I pause reminders for a client who requested an extension?
Can I customize the wording of each reminder?

Accelerate your agency's cashflow today.

Deploy System 03 on a flat $600/mo retainer or as part of the full suite. 30-day money-back guarantee.

Book a walkthroughSee pricing