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Weekly

Get a weekly list of overdue FreshBooks invoices

Every Monday you see which clients are late and the total still owed, without running a report.

Runs
Weekly
Apps
FreshBooks
AI
Not needed
Access
user:invoices:read

Send this to your assistant

Create a ClickRuntime automation: every Monday at 8am, email me all overdue FreshBooks invoices with the client, invoice number, days overdue and amount, plus the total outstanding.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Late payment is one of the biggest cash flow problems for small businesses. A client owes money, a reminder was meant to go out last week, and the invoice slides further into the past because nobody has looked at the overdue list. Each week of delay makes the payment less likely, and the owner who is busy delivering work only notices the gap when the bank balance looks thin.

Every week, ClickRuntime lists the invoices in FreshBooks with an overdue status, adds up the outstanding amount, and emails you the list with client names, invoice numbers, due dates and the total. It turns a vague worry about who owes us into a short, concrete list. Nothing falls through the cracks.

It is particularly useful for freelancers and agencies who chase payments themselves.

What you get out of it

  • Chase payments before they go stale

    A weekly list puts every overdue invoice in front of you while the client still remembers the work. Early follow-up gets paid more often than reminders sent after months. Quick follow-up keeps the relationship polite.

  • See the total owed at a glance

    The email adds up the outstanding amount, so you know how much cash is waiting. That figure helps decide whether to wait on a purchase or hire. It makes the cost of slow payers easy to see.

  • Know which clients are repeat offenders

    Seeing the same name every week reveals clients who pay late as a habit. You can change terms, ask for a deposit or stop taking on new work for them.

  • Make follow-up a routine

    A fixed weekly email creates a rhythm for collections. Calling or emailing overdue clients becomes a regular task rather than a guilty afterthought. Habits stick when they take only a few minutes each week.

  • Support better forecasting

    Knowing what is overdue and for how long helps estimate when cash will actually arrive. Plans based on realistic dates are safer than plans based on invoice due dates. Cash planning feels less like guesswork.

How it works

What happens, step by step

  1. Every Monday ClickRuntime gets the FreshBooks invoices marked as overdue.

  2. It lists each client, invoice number, amount outstanding and how many days late it is.

  3. It adds up the total still owed.

  4. The list and total arrive in your inbox as one email.

Before it runs live

  • Connect FreshBooks

What you get

RunsWeekly
Get a weekly list of overdue FreshBooks invoicestoday, 9:00Succeeded
Email · Overdue invoicesOverdue FreshBooks invoices: 7,940.00 Northwind Traders #0000214: 2,400.00, 18 days overdue

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Run it at a different time, more or less often, or only on weekdays
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Slack
  • Combine it with other FreshBooks steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
overdue_invoices_digest.pyexample
from datetime import date
from clickruntime import on_trigger, credentials, http, notify

FB = "https://api.freshbooks.com"

def fb():
    token = credentials.connection("freshbooks", "work")
    headers = {"Authorization": f"Bearer {token}"}
    me = http.get(f"{FB}/auth/api/v1/users/me", headers=headers).json()["response"]
    return headers, me["business_memberships"][0]["business"]["account_id"]

@on_trigger
def run(event):
    headers, account = fb()
    invoices = http.get(f"{FB}/accounting/account/{account}/invoices/invoices", headers=headers,
                        params={"search[v3_status]": "overdue", "per_page": 100}).json()["response"]["result"]["invoices"]
    lines, total = [], 0.0
    for inv in sorted(invoices, key=lambda i: i["due_date"]):
        owed = float(inv["outstanding"]["amount"])
        days = (date.today() - date.fromisoformat(inv["due_date"])).days
        lines.append(f"{inv['organization']} #{inv['invoice_number']}: {owed:,.2f}, {days} days overdue")
        total += owed
    notify.email_me(f"Overdue FreshBooks invoices: {total:,.2f}", "\n".join(lines) or "Nothing overdue.")
    return {"count": len(lines), "total": total}

FAQ

Common questions

What counts as overdue?
An invoice whose due date has passed and which is not fully paid. FreshBooks marks these with an overdue status, and the flow lists them as it finds them, including partly paid invoices with a balance.
Does it send reminders to the clients?
No. It only emails you the list. FreshBooks has its own automatic reminders for clients, and the digest helps you decide who needs a personal message in addition to those. Reminders from FreshBooks continue as configured.
Can I see the days overdue?
Yes. The due date is known, so the email can show how many days each invoice is past due and sort the oldest first. Large amounts or long delays can be highlighted at the top.
What permissions does it need?
user:invoices:read. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run each time it runs (weekly). Checks that find nothing to do and stop right away aren't counted.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Get a weekly list of overdue FreshBooks invoices” from your assistant

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