For Finance
The invoice that chases itself.
Generate the invoice, and you're done being the collections department. Status is queryable Salesforce data, follow-up cadences are a sentence to set up, and every chase cancels itself the moment payment lands.
You generate the invoices. Then you become the system.
The doc-gen tool’s job ended at the PDF. Everything after that is you: a spreadsheet of who owes what, calendar reminders to follow up, the awkward archaeology of “did we ever actually send that?”, and the genuinely painful version, chasing a customer who paid last week, because the reminder didn’t know.
Your AR follow-up process is a spreadsheet and your memory. Both have a single point of failure, and it’s you in the second week of a vacation.
Doc-gen plus get-paid, one package.Ships with listing
Invoice status is org data
Sent, viewed, paid, overdue: every state is a Salesforce field on a Salesforce record. Build the aging report in standard reporting, or ask your agent for it in a sentence. No vendor portal, no CSV export, no reconciliation step.
Cadences you describe, not configure
Three touches, five days apart, fresh statement PDF attached each time, firmer tone on the last one. That sentence is the setup.
Chases that know when to stop
Payment lands, cadence cancels: automatically, immediately, every time. Nobody gets a past-due notice for an invoice they settled. Your customer relationships survive your collections process.
The Tuesday AR sweep, in two sentences.
Which invoices over $10K are unpaid past 15 days?
Seven invoices, $147,300 total. Oldest: Meridian Build, $32,400, 41 days.
| Account | Open | Days |
|---|---|---|
| Meridian Build | $32,400 | 41 |
| Halcyon Foods | $28,750 | 29 |
| Northway Fab | $21,300 | 22 |
| Caldera Mech | $18,900 | 19 |
Chase all 7.
Started a 3-touch cadence on each: day 0, 5, and 12, fresh statement PDF per touch. Any cadence auto-cancels on payment. I’ll report what’s still open after touch two.
That’s the whole job. The spreadsheet, the reminders, the re-generated statements, the “stop, they paid” check: gone.
Cutting DSO by 5 days on $2M of annual invoicing frees about $27,000 of cash.
$2,000,000 × 5 ÷ 365 = $27,397.
The receipts
- 01Incumbent delivery tracking lives in the vendor’s cloud, as vendor analytics, not as Salesforce records. No agent in your org can join data it can’t see. LinePDF’s send and payment status are Salesforce records; the sweep above is a query.
- 02The aging table is a standard Salesforce report under the hood. Your auditors can have it too.
- 03The Get Paid layer ships with the AppExchange listing, and the pricing page marks it that way. We won’t sell you a tier whose features don’t exist yet.
See the AR sweep on your own numbers.
Book a 20-minute walkthrough. Bring your aging spreadsheet, leave without it.
Free tier: unlimited documents, 3 templates, full line-item engine. No card, no minimums, no sales call. AppExchange listing in security review.