Last updated: 15 May 2026
To enable Boss Mode, navigate to the Boss Mode or Automations tab and turn on the master switch to have Invoice Buddy automatically chase clients on your behalf. This tool handles following up on late payments for you, so you don't have to spend your time chasing them.
How to enable Boss Mode:
- Navigate to the Boss Mode or Automations tab (Pro users only).
- Use the Aggression Selector to choose how strictly you want to follow up on overdue invoices (e.g., Gentle Reminders vs. Firm Escalations).
- View the Escalation Timeline to see exactly when automated emails will be sent out based on the invoice due date.
- Turn on the master switch. Invoice Buddy will now automatically chase clients on your behalf.
Best Practices for Follow-Up Communication
Chasing late payments can be awkward, but a professional and consistent approach gets results. Here are some best practices for using Boss Mode to communicate effectively:
- Tone of Voice: Always remain polite and professional, assuming the client simply forgot. Avoid aggressive or accusatory language, especially in early reminders. As the invoice becomes further overdue, your tone can become firmer but should remain courteous.
- Timing Strategies:
- Gentle Reminder (1-2 Days Overdue): A quick, friendly nudge.
- Firm Reminder (7 Days Overdue): A direct request for an update on payment status.
- Escalation (14+ Days Overdue): A clear notification that services may be paused or further action taken if payment is not received.