Every overdue invoice has a next move.
MarkPaid runs follow-up across email, SMS, and calls, watches payment status before every touch, and stops the run when the account is paid or paused.
The process
From connected invoices to stopped reminders.
Each stage becomes the section you are reading: connect invoice data, build the follow-up policy, attach it to a case, run while unresolved, and stop when payment is detected.
Connect your accounting system
Bring invoice data in from QuickBooks, spreadsheet imports, manual entry, or an ERP integration without rebuilding your accounting workflow.
Balances, customer context, and case state land in the same place before anyone sends a reminder.
Create follow-up sequences
Define the cadence once: branded email, SMS, call steps, wait intervals, repeat rules, and caps that match how your team follows up.
The sequence builder turns follow-up judgment into a readable operating system for the team.
Attach a sequence to a case
Cases group customer history, overdue invoices, replies, active run state, and next action so operators work accounts instead of scattered rows.
Operators can see what is owed, what already happened, and what should happen next.
Run until payment is detected
Before each outbound touch, MarkPaid checks current invoice and case state. If the account still needs follow-up, the cadence continues.
Each touch is gated by the latest account state, so the sequence behaves like an operator would.
Stop on paid
When payment lands, the active run stops before the next reminder and the case timeline records exactly why outreach ended.
The account exits outreach cleanly, with the stop event preserved where the team can verify it.
Eight ways MarkPaid controls collections.
MarkPaid is not another reminder template. It gives finance teams the controls, visibility, and stop logic they need to run collections without losing judgment.
Accounting integrations
Connect QuickBooks, Clio, Stripe, CSV, or API sources so invoice and payment status stay current.
Collections case management
Group overdue invoices, customer context, replies, notes, run status, and next actions into one case.
Follow-up sequence builder
Create repeatable workflows with email, SMS, phone calls, waits, retries, and escalation rules.
Multi-channel outreach
Run branded reminders across email, SMS, and phone without manually coordinating each touch.
Payment-aware automation
Check invoice and payment state before each outbound step so paid accounts are not chased.
Stop-on-paid
Automatically stop active follow-up once payment is detected, then log the stop event on the case.
Human controls
Pause, resume, override, or stop cases when an operator needs to protect a relationship or handle an exception.
Evidence and compliance trail
Keep messages, replies, notes, status checks, stop reasons, and operator actions for handoffs and audits.
Integrations
Connect the systems that decide what is owed.
Use native connectors where they fit and API handoffs where your stack is custom. MarkPaid keeps collections synced to source-of-truth invoice state.
Compliance
Controlled collections, without the compliance cleanup.
MarkPaid keeps follow-up actions, payment checks, stop reasons, notes, and operator decisions together on the case.
SOC 2-ready controls
Access, audit history, and operating evidence live with the collections work.
Law 25 awareness
Follow-up is designed around restraint, consent-aware handling, and data minimization.
Human override
Operators can pause, stop, resume, and document exceptions without losing the case record.
See how MarkPaid stops paid invoices from being chased.
A short walkthrough covers the import, the sequence, the payment check, and the case record.
Request a walkthrough