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Operations & collectionsMulti-step flowGlobalEnglish

B2B invoice follow-up

Chases outstanding B2B invoices with accounts-payable contacts, confirms status, and logs the promised payment date to a sheet.

Runs on web, telephony.

Use this template Install free · connect your tools · go live

Last updated 2026-06-25

The conversation flow

B2B invoice follow-up is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.

Reach AP contactStartConfirm statusStepLog outcomeStepEnd callThank you — I've noted that…

How the agent opens

“Hello, I'm following up on an outstanding invoice with your accounts-payable team — is this the right person to speak with?”

How it works

  1. 1
    Reach AP contact

    Confirm you're speaking to accounts payable and look up the account.

  2. 2
    Confirm status

    Reference the {invoice_number} and confirm its status. Capture a {promise_date} or a dispute reason.

  3. 3
    Log outcome

    Use log_promise to record the status and {promise_date}.

Tools & integrations it uses

Look up CRM contact
HubSpotIntercom
Append to spreadsheet
Google Sheets

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Frequently asked questions

What does the B2B invoice follow-up agent do?

Chases outstanding B2B invoices with accounts-payable contacts, confirms status, and logs the promised payment date to a sheet. On a call it can look up crm contact and append to spreadsheet. You install it, connect your tools, and it's ready to take or make calls.

How does the B2B invoice follow-up agent handle a call?

It follows a guided flow: reach ap contact, confirm status, and log outcome. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.

What do I need to connect for the B2B invoice follow-up agent?

Connect HubSpot, Intercom, and Google Sheets so the agent can act during the call, then point a phone number or the web widget at it.

What channels and languages does B2B invoice follow-up support?

It runs on web and telephony, in EN. You can change the voice and language in the builder.

How quickly can I launch the B2B invoice follow-up agent?

Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.

₹300.00 free credit on signup

Launch the B2B invoice follow-up agent

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