How toLive

    How to chase overdue invoices from HubSpot

    You don't need to export a list or nudge an account manager. Build a rule that combines your overdue invoices with HubSpot properties, preview every invoice it matches, select the ones you want, and activate recovery — all in one screen.

    • Live match count as you build the rule
    • Expandable list of qualifying invoices with search by contact or invoice number
    • Select all, or cherry-pick individual invoices
    • Backfill existing arrears or apply the rule to new invoices only
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    Step by step

    01

    Open Recovery, Workflows, Create workflow

    Workflows live in the Recovery section of AutoSettle and can also be started from the invoices screen.

    02

    Set your invoice conditions

    Days overdue, outstanding amount, currency, organisation or contact — the ledger side of the rule.

    03

    Add HubSpot conditions

    Switch to the HubSpot CRM tab and filter on contact or deal properties. Deal stage, lifecycle stage, owner and custom fields are all searchable by name.

    04

    Review the matched invoices

    Expand the match count to see the qualifying invoices, search within them, and tick exactly the ones you want enrolled.

    05

    Choose the recovery plan

    Pick the escalation ladder, AI persona and channels. The summary spells the whole rule out in plain English before you commit.

    06

    Activate

    Recovery starts on the selected invoices, and new invoices matching the rule are enrolled automatically going forward.

    Rules people actually build

    Customers only, 30 days plus

    Chase invoices over 30 days overdue where the HubSpot lifecycle stage is Customer — leaving prospects and partners alone.

    Hold accounts mid-renewal

    Exclude contacts attached to an open deal in a late-stage pipeline so finance doesn't cut across a live negotiation.

    Firmer tone for high-risk tiers

    Route accounts tagged high-risk in HubSpot to the firm persona and a shorter escalation ladder.

    Frequently asked questions

    Related

    HubSpot integration

    The full integration overview.

    HubSpot credit control automation

    Why CRM-driven chasing works better.

    Connect HubSpot

    Setup guide with scopes and troubleshooting.

    Build your first HubSpot-driven workflow

    Connect your portal and set up a rule in a few minutes — the match preview tells you exactly what will happen before anything sends.

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