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The agent that chases your unpaid invoices.

Every invoice sent, viewed, part paid, or ignored lands on the deal thread. The Invoice Agent identifies who actually pays, drafts the chase in your voice, and follows up until the money lands.

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In short

Chasing money is the work nobody schedules. The Invoice Agent does it, so overdue invoices move into cash faster.

The invoice sits on the same thread as the proposal and the signed contract, so EverBird knows what was agreed, what was billed, what was viewed, and what is now overdue. From that, it decides a chase is due, writes it with the amount, the due date, and the reference, and sends it to the person who pays, not the person who signed.

✧Reads the thread to know what was agreed, billed, and is now overdue, and works out who actually pays.
✧Drafts the chase in your voice with the amount, reference, and due date, sent on approval or automatically.
✧Stops after three unanswered chases and hands you the invoice with a recommendation.

"Most invoices are not disputed. They are just sitting in an inbox nobody owns. The Invoice Agent reads the silence, finds the payer, and sends the message you kept meaning to send."

How it works

From overdue to paid, step by step.

1
Northwind × Atelier
Activity · updated live
Proposal
Signed
Contract
Signed
Invoice #1042
Sent
What does the agent watch?

Every invoice on the thread.

The invoice is created on the same link as the proposal and the contract, so there is nothing to connect. From the moment you send it, the Invoice Agent reads views, partial payments, and silence.

2
Northwind × Atelier
Activity · updated live
Proposal
Signed
Contract
Signed
Invoice #1042
Overdue 12d
How does it know a payment is at risk?

The Invoice Agent reads the invoice, not a calendar.

Viewed twice and left alone is a different problem from never opened. The Invoice Agent tells them apart, and knows when overdue has gone on long enough to matter.

3
Northwind × Atelier
Activity · updated live
Proposal
Signed
Contract
Signed
Invoice #1042
Chase drafted
What does it actually send?

A real chase, with the numbers.

The draft includes the amount, the reference, the due date, and the payment link, and is sent to whoever handles billing from your own address, in your tone, so the invoice is easier to pay and turns into cash sooner.

4
Northwind × Atelier
Activity · updated live
Proposal
Signed
Contract
Signed
Invoice #1042
Needs your decision
And if it still goes unpaid?

After three, the Invoice Agent stops and asks you.

Three chases is the cap. If the invoice is still open, the Invoice Agent stops sending and hands it back with who was chased, what they viewed, and a recommended call: phone, payment plan, or escalate.

What's included

What the Invoice Agent gives you.

Overdue detection
Flags the invoice the day it slips, unpaid, part paid, or viewed and abandoned.
Finds the real payer
The signer is rarely the payer, so the chase goes to accounts payable or the finance inbox.
Written with the numbers
Amount, reference, due date, and payment link, written in your tone.
Three chases, then your call
Drafts wait for approval or send automatically, then stop after three and escalate.
Sent as you
Chases go out from your address in your name, never a bot or no-reply sender.
Paid the moment they click
The chase carries the payment link, so the client pays in the thread with no login.
How it compares

An agent vs a reminder timer.

TaskReminder timersEverBird agent
Deciding when to chaseA fixed schedule: day 3, day 7, day 14A judgement call from what happened on the thread
Who gets chasedWhoever is on the envelopeThe person actually holding the deal up
What the message saysOne generic reminder templateWritten to the specific blocker, in your voice
Why the deal stalledNobody knowsOpens, sections read and silence, on one thread
Who does the workYou, when you rememberThe agent, on approval or automatically
When nothing landsIt keeps firing on scheduleStops after three and hands you the decision
Who it's for

Chase the money without the awkward email.

Agency business

The account lead signs, finance pays, and nobody owns the fortnight in between. That gap is where 30-day terms quietly become 70-day terms, and you fund the payroll gap yourself. The Invoice Agent sees the invoice go overdue, works out who is actually holding it, and chases accounts payable with the reference they need to release payment.

Service business

Chasing is the job you will always postpone, because it feels like begging and it takes an afternoon. The Invoice Agent drafts it from your own address with the right numbers and tone, so the final invoice for the project that wrapped three weeks ago gets paid faster without you having to write the awkward email.

FAQ · Invoice Agent

Invoice Agent questions.

Unpaid and overdue invoices on any thread, including deposits, milestone invoices, and final balances. The Invoice Agent also picks up invoices that were part-paid and left short.
No. Reminders are fixed timers that fire regardless of whether they make sense. The Invoice Agent reads what happened on the thread, whether the invoice was even viewed, who viewed it, and what was agreed in the contract above it, then writes to the specific situation.
The person who signs is often not the person who pays. The Invoice Agent reads the thread to identify who handled billing, who forwarded the invoice, and who opened it, then chases that person while keeping your main contact copied.
Only if you choose that. By default, every drafted chase waits for your approval. You can switch a client, a thread, or the whole workspace to automatic, and the Invoice Agent sends from your address in your name.
The Invoice Agent chases a maximum of three times, then stops sending, even in automatic mode, and hands the invoice back with what the client viewed, who was chased, and a recommended next step. The cap is adjustable per client, so you can keep open invoices moving toward revenue.
All of them. The Invoice Agent is on Solo, Pro and Max. The Contract Agent is on Pro and Max, and the Retainer Agent on Max. See pricing.
Three flat per-team tiers: Solo $39, Pro $129 and Max $349 per month, with unlimited e-signatures and invoices on every tier and zero transaction fees.
Portrait of Maya Ellison, Business Analyst, EverBird
Maya Ellison
Business Analyst, EverBird

Maya has spent nine years building document and payments workflows for agencies and service businesses. She leads the team behind EverBird's Revenue Agents, deal threads, e-signatures, client portals, and invoicing, and reviews every product page for factual accuracy on how the product actually behaves.

Keep exploring

Related features.

Invoice generator
Build the invoice from your catalog and collect payment in the same thread.
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Contract Agent
Chases the contract that was opened but never signed.
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Retainer Agent
Keeps recurring retainer billing paid, cycle after cycle.
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Invoice Agent
Chases unpaid and overdue invoices until the money lands.
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All products·Pricing
Revenue Agents

Three Revenue Agents, one thread.

Every thread sits under a Revenue Agent that reads the actual blocker, decides when to chase, sends from your own address and hands the deal back after three tries. There are exactly three, and your plan decides how many you get.

Invoice Follow-up Agent
Chases unpaid and overdue invoices until the money lands.
Solo, Pro, Max
Learn more →
Contract Follow-up Agent
Chases contracts that were opened but never signed.
Pro and Max
Learn more →
Retainer Follow-up Agent
Chases recurring retainer billing that goes unpaid, every cycle.
Max only
Learn more →

Let the invoice chase itself

7-day free trial. No card required. The Invoice Agent is included on every plan.

Reserve for freeSee pricing
Last updated · Reviewed by Maya Ellison · Refreshed monthly.
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