QuoteMate keeps on top of who's paid and who hasn't, and can chase both unaccepted quotes and unpaid invoices for you.
Payment tracking
- Every invoice shows a status: draft, sent, paid, partial, or overdue.
- Overdue invoices are detected automatically once they pass their due date.
- Record partial payments and deposits; QuoteMate tracks the balance owing.
- When a customer pays online, the invoice is marked paid automatically, a receipt is emailed, and the GST is logged for your BAS.
Automated invoice reminders
QuoteMate can send reminders on unpaid invoices on a sensible cadence — for example a nudge 1 day before due, then 1 day after, 7 days, and 14 days overdue — so you're not the one sending awkward follow-ups.
Automated quote follow-ups
For quotes that have gone quiet, QuoteMate can send follow-ups (around day 3, 7, and 14) to nudge customers who haven't accepted yet.