Service businesses can cut manual invoicing by 80% and reduce late payments with automated billing and reminders. Flow Genius helps companies streamline recurring payments using Stripe and Make (formerly Integromat).

Automating recurring billing and payment reminders is simpler than you think. By connecting Stripe to Make/Integromat, businesses eliminate repetitive tasks, improve cash flow, and free up staff for higher-value work. Here’s how Flow Genius helped one service provider boost efficiency and get paid faster.

The Challenge

A mid-sized marketing agency struggled with late payments and manual invoicing. Staff spent over 20 hours monthly chasing overdue invoices and sending payment reminders. According to QuickBooks, 64% of small businesses face late payments, impacting cash flow and growth.

The Solution

Flow Genius implemented a workflow automation solution using Stripe for payment processing and Make/Integromat for task automation. This seamless integration triggered recurring invoices and scheduled personalized reminders, reducing manual work and improving payment timeliness.

Implementation Steps

1. Assess Billing Needs Flow Genius reviewed the agency’s client contracts, billing cycles, and preferred payment methods to map out automation requirements.

2. Set Up Stripe Recurring Billing Stripe’s subscription feature was configured for each client, automating invoice generation and payment collection.

3. Connect Stripe to Make/Integromat Using Make, Flow Genius established triggers for new invoices and payment statuses in Stripe.

4. Build Automated Reminder Flows Custom scenarios in Make sent email reminders before and after due dates, escalating to SMS if payments were overdue.

5. Monitor and Optimize The team set up dashboards to track invoice status, reminder effectiveness, and payment timelines, refining the workflow for maximum efficiency.

Results

Within three months, the agency cut manual billing time by 85%, saving over 20 staff hours monthly. On-time payments increased from 62% to 91%, and overdue invoices dropped by 70%. According to McKinsey (2024), companies that automate financial workflows see up to 30% faster payment cycles.

Mini Case Study: Marketing Agency Before: 20+ hours/month spent on billing, 38% invoices late After: 3 hours/month, 91% on-time payments, 70% fewer overdue invoices

Key Takeaways + CTA

Automating recurring billing and payment reminders with Stripe and Make/Integromat delivers rapid, measurable efficiency gains. Service businesses can reclaim staff time, improve cash flow, and reduce errors by leveraging workflow automation and AI integration.

Ready to automate your billing and reminders? Contact Flow Genius at https://flowgenius.ai to get started.

FAQ

How long does it take to set up automated billing with Stripe and Make/Integromat? Most businesses can be up and running in under two weeks with expert guidance from Flow Genius.

Will automation work with my existing CRM or accounting software? Yes, Make/Integromat supports hundreds of integrations, connecting Stripe with popular CRMs and accounting platforms.

What if a client’s payment fails or is late? The workflow automatically sends escalating reminders and can notify your team for follow-up if needed.

Is my clients’ payment data secure? Stripe is PCI-compliant, and Flow Genius ensures all integrations follow best security practices.