Follow-ups & receipts

Chasing outstanding invoices

When an invoice goes overdue, Plutus opens a follow-up automatically and queues it on an escalating cadence:

1. Friendly — a light nudge shortly after the due date.
2. Firm — a firmer reminder if the friendly nudge doesn't land.
3. Final — a final notice before you escalate manually.

Each step comes with suggested copy you can send as-is or edit. Mark a follow-up as sent and Plutus schedules the next step automatically; record the payment and the follow-up resolves itself. You can also set a different tone per client — some relationships call for a lighter touch than others.

Filing receipts

Upload a photo or file of a receipt and Plutus reads the vendor and amount for you. Every receipt lands in a needs review queue first — nothing files itself; you confirm the vendor and amount before it's marked filed. That review step exists on purpose: it's faster to correct an auto-read receipt than to reconcile a wrong one later.

Where this is headed

Plutus is being built to mirror invoices and payments from Xero as the eventual source of truth, and follow-up delivery by email and WhatsApp is being wired up next. Today, follow-ups and receipts live inside the Plutus dashboard.