Has anyone found a collections toolset that meshes with project scheduling and invoicing? I’m an architecture PM negotiating payment plans every week to keep timelines intact and meet monthly revenue quotas; we’re on QuickBooks + ClickUp now, but I need automated dunning, promise-to-pay logs, and a clean 30/60/90 view that the team can action without babysitting.
We layered Upflow on QuickBooks and fire a ClickUp task the moment a promise-to-pay date is set, so the 30/60/90 view updates itself and dunning runs on a 3/7/14 cadence; small caveat: keep PTP notes in Upflow as the source of truth. > dunning, promise-to-pay logs, and a clean 30/60/90 view that the team can action without Agree — this combo got us there; want the webhook recipe?
, babysitting follow-ups drives me nuts too. What worked for us was connecting Chaser to QuickBooks and using a Zapier trigger to spin up a ClickUp task the moment a client confirms a date; the task auto-tags by aging and closes itself when the payment posts, so the team works the board without opening QBO. Small caveat: Chaser’s schedules are a bit opinionated — worth a trial: https://www.chaserhq.com — do you need full payment plan tracking or just commitments?
I ended up running Gaviti on top of QuickBooks and used its ‘promised payment’ flag to push a webhook into ClickUp that assigns the account owner two days before the date; the aging buckets refresh automatically and dunning runs without babysitting. Small caveat: we had to rewrite the first-touch template and map project names from ClickUp into email variables. If you need payment plans, their portal handles schedules cleanly: https://gaviti.com.
Quick example: Invoiced + QuickBooks gave us an aging board that runs itself; we use its ‘expected payment date’ note as the source of truth and push that date into ClickUp via a webhook so the owner gets auto-reminders two days before/after — way less herding cats (https://www.invoiced.com/). Only caveat: it’s pricier than lighter tools. Do you need the payment plan schedules written back to QBO, or is living in ClickUp for follow-through enough?
Piggybacking on @oliver58’s webhook angle: Chaser + QuickBooks gave us automated dunning, a clean 30/60/90, and a logged “promise-to-pay”; we mirror that date into ClickUp via Make so the owner and next step auto-roll without hand-holding (https://www.chaserhq.com). If you’d rather stay native, QBO Advanced workflows can nudge reminders but won’t give you a proper PTP log — do you need multi-entity support?