15 minute playbook

Get paid in seven days

Tighten terms, send a clear invoice and let Vio chase so money lands in a week instead of a month.

Set seven-day payment terms as your default
Long terms are a habit, not a rule. Change the default due date on new invoices so every future invoice inherits it.
Open invoice settings
Add a payment method the customer can use in one tap
An invoice without a pay button is a request to open a banking app later. Connect a payment method so the invoice can be paid the moment it is opened.
Connect payments
Send the invoice the same day the work lands
Invoices sent within 24 hours of delivery get paid roughly twice as fast as ones sent at month end. Bill from the job so nothing is forgotten.
Create an invoice
Turn on the reminder ladder
Friendly before the due date, professional on the day, firm after. Set it once and Vio keeps sending on schedule.
Set up reminders
Review who is still outstanding every Monday
Five minutes on the overdue list beats an hour of chasing at quarter end. Work top-down by amount, not by date.
See outstanding invoices

Run this playbook in your own workspace

Every step above links to a real screen. Create a workspace and work through it in one sitting.