Automation

What is automation?

Automation means using software to handle tasks that would otherwise require manual effort. In invoicing, this might mean automatically generating recurring invoices, sending payment reminders, or syncing data between systems. Automation saves time, reduces errors, and lets you focus on actual work instead of administrative tasks.

For contractors and small business owners, even simple automation can save hours each week.

Common invoicing automations

Useful automations for small businesses include:

• Recurring invoices — Automatically generate and send invoices on a schedule
• Payment reminders — Send automatic emails when invoices are due or overdue
• Late fees — Automatically apply late fees after the due date
• Receipt emails — Send payment confirmations when clients pay
• Bank syncing — Automatically import transactions from your bank

Benefits of automation

Automation reduces the risk of forgetting to invoice or follow up on late payments. It ensures consistency—every client gets the same professional experience. And it frees up your time for billable work instead of chasing paperwork.