AI unpaid balance chaser for veterinary clinics and pet businesses · James AI
Common

For veterinary clinics and pet businesses

Unpaid balance chaser

Sends clients with an open balance a kind reminder and a Square pay link, in a tone that fits how late.

  • ezyVet
  • Square
  • Gmail
Hire this James

A replay with a made-up business and made-up data, so you can see each step.

How he does it

7 steps, the same way every time, and one place where he asks you first.

  1. StartsEvery Monday at 8:00
  2. 1Find client accounts with a balance over 30 daysezyVet
  3. 2Check each invoice and any payment plan you agreedezyVet
  4. 3Make a Square pay link for each balanceSquare
  5. 4Write a reminder that fits how late each one is
  6. 5Ask you first before sending the remindersHe asks you first
  7. 6Send them from your GmailGmail
  8. 7Text you who paid and who asked for more time
  9. What you getEvery open balance followed up kindly with a pay link, and a weekly list of who still owes.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

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