Invo Bill puts collections on autopilot across every invoice
Invo connects directly to your accounting tools to organize, schedule, and track follow-ups across every overdue invoice with a complete audit trail. Set outreach rules, assign account owners, and keep your team in full control.
What's the status on Acme Corp's overdue balance, and what should we send?
Worked for 11s
Acme Corp has $12,400 across 2 invoices, now 18 days past due. Invoice #4821 was viewed twice but never paid; a partial payment was promised on the last call.
I've drafted a firm-but-friendly reminder with the payment link and a proposed 2-installment plan. Want me to send it and set a follow-up for Thursday?
Invo brings order to your collections
Connected
Which accounts should I prioritize this morning?
01
Integrate
Invo connects with QuickBooks Online to pull in your customers, open invoices, and payment histories into a single source of truth.
02
Centralize
Keep complete context with unified customer threads across email and internal notes. So, no more lost history or duplicate outreach.
03
Act
Log claimed payments, manage customer disputes, and assign specific next actions to team members, so every account moves toward payment.
Predictable cash flow.
For every account.
Why is Globex refusing to pay invoice #5120?
Worked for 8s
Globex flagged a pricing mismatch: the invoice bills the old $9k rate, but the signed order form in Salesforce lists $7.5k. The contract governs, so the invoice is wrong.
Traceable actions, enterprise security, and collections that improve on their own
2 events on this timeline
Complete audit trail
Every customer outreach, payment status change, and internal note is linked directly to the invoice timeline.
Role-based control
Granular team permissions ensure staff only access the accounts and actions relevant to their role.
Real-time AR command center
Get instant, high-level visibility over your entire accounts receivable portfolio without digging through QuickBooks reports.
Open AR
$412,900
Overdue
$86,400
Needs attention
Broken promise · 41 days · $22k
Active dispute · $9k
Promise due Friday · $14k
The Invo dashboard automatically surfaces critical accounts requiring immediate attention, tracks broken promises, and highlights active collection disputes before they derail your cash flow.
Protected QBO integration
Native Invo transactions and QBO data stay strictly synchronized without overwriting financial truth or ledger integrity.
Your financial data stays yours.
We don't train AI models on your company's financial records. Your QuickBooks sync, invoice details, and customer conversations are used exclusively to power your Invo Bill workspace—period.
Protected by design.
Governed by default.
Visit our trust centerYour data is always encrypted
Every customer balance, invoice detail, and conversation is secured with industry-standard encryption both in transit and at rest.
Secure QuickBooks OAuth
ApprovedThe QBO integration is officially reviewed and approved by QBO security officials as well as our internal security team. This is a 100% safe integration.
Ledger safety
Invo Bill pulls data from QuickBooks Online without ever writing back — zero risk to your general ledger, zero mess in your books.
Frequently
Asked
Questions
Invo Bill links with QuickBooks Online to pull in your live invoices, client lists, and payment records. All customer follow-ups and email replies are managed directly inside Invo through our built-in email system, ensuring your team has a unified history without needing manual mailbox connections.
Invo can email your customers, but that requires your explicit permission via a workspace designed to keep you in control. You can set up rules for routine follow-ups or keep outreach manual. Every recipient and message detail is always transparent and confirmed before sending.
QuickBooks Online remains your primary accounting authority. Invo reads your QBO data to organize accounts receivable, track conversations, and plan collections work without overwriting your underlying financial records or historical ledger.
You can flag claimed payments, disputes, or broken promises directly on the customer's timeline. Update collection statuses and assign specific next actions to team members, so issues are resolved before further outreach occurs.
Connecting your QuickBooks Online account takes less than two minutes. Invo immediately imports your active customers and outstanding invoices so you can start managing receivables right away.
Put your collections on a system that works
Get full control over your receivables with zero long-term commitment and without losing control of customer relationships.
Get started