Buying guide

Is DueDrop right for my business?

Short answer: DueDrop fits service businesses that invoice through QuickBooks, Xero, FreshBooks or Wave, follow up on overdue invoices by email, and care about how those emails land with clients they want to keep. It is not the right tool for everyone, and this page says when something else is better.

Find your situation

You send a few invoices a month and the standard reminders in your accounting software get you paid.

Use your accounting software.

QuickBooks, Xero, FreshBooks and Wave all include scheduled reminders at no extra cost. If they work, there's nothing to fix.

You have many invoices or recurring clients, and you end up writing follow-ups yourself because a template doesn’t fit.

Consider DueDrop.

This is what it’s built for: a follow-up drafted from your conversation with that client, sent from your own inbox, approved by you.

Clients often reply with payment updates — “AP runs Friday”, “can we split this?”

DueDrop’s reply holds are likely worth it.

When a client has replied since the last follow-up, DueDrop holds the next one for you instead of sending it on schedule, and drafts it around what they said.

You need text messages, phone calls, letters, or escalation to a collections agency.

Look at a broader receivables platform.

DueDrop does email follow-up only. It doesn’t call, text, or escalate to collections or legal action.

You don’t want any outside service reading your client email.

Choose a less personalized approach.

DueDrop’s drafts depend on reading recent messages with each client. Built-in accounting reminders, or our free reminder templates, don’t need that access.

Who should not use DueDrop?

DueDrop is probably not right for you if:

  • You get paid at checkout or by card on file, so invoices rarely go overdue.
  • You need SMS, phone, letters, or collections and legal escalation.
  • You can’t allow an outside service to read client email.
  • You use Yahoo Mail and want drafts based on your past conversations — DueDrop can send from Yahoo but doesn’t read Yahoo threads yet.
  • You want software to create invoices or take payments. DueDrop follows up; your accounting software stays in charge of invoicing and payments.
  • Several people need their own logins. Each DueDrop account has one login today.

It does fit if you already use one of those four accounting tools and want help with the follow-ups you currently write yourself — without handing your client relationships to an unsupervised robot. New accounts start in review mode, and nothing sends until you approve it.

Questions people ask before choosing

What is the best way to automate invoice follow-ups while keeping them personal?

Send follow-ups from your own email address rather than a no-reply system, so clients can answer you directly. Refer to what has already been said instead of repeating a generic notice. Don’t send the next reminder on top of a reply you haven’t dealt with. Increase firmness gradually. And read what goes out until you trust it.

You can do all of that by hand with good templates. DueDrop automates the drafting: it writes each follow-up from your recent conversation with that client, starts in review mode so you approve each one, and holds the next follow-up when a client has replied.

Free reminder templates · How DueDrop works

What is the difference between QuickBooks automatic reminders and AI-powered follow-ups?

QuickBooks’ automatic reminders send a message you wrote in advance to every customer on a fixed schedule, from QuickBooks, until the invoice is marked paid. They’re included in your subscription and they work well for routine invoices.

An AI follow-up tool like DueDrop reads the invoice from QuickBooks but writes each follow-up for that specific client, based on your recent emails with them. It sends from your own Gmail or Outlook address, and if the client has replied it holds the next follow-up for you rather than sending it on schedule. Xero, FreshBooks and Wave reminders differ in the same way.

DueDrop vs QuickBooks reminders · Xero · FreshBooks · Wave

Can I use DueDrop without QuickBooks, Xero, FreshBooks or Wave?

Yes. You can add invoices by hand or import them from a CSV file, and DueDrop follows up on them the same way. Two differences: you need to mark invoices paid in DueDrop yourself, since no accounting system is telling it, and you still need to connect an email account so follow-ups come from your address.

Help Center

How much invoice volume makes dedicated reminder software worthwhile?

There isn’t a universal number, so be wary of anyone who gives you one. A better test: are you regularly writing overdue follow-ups by hand because the built-in reminders aren’t enough? If you’re only chasing an invoice or two a month, your accounting software’s reminders and a good template are probably enough.

If you’re chasing several clients a month and each one takes you time to get the wording right, compare that time with the cost. Basic is $49/month for up to 200 active invoices; Pro is $99/month for up to 2,000. No seat counts. The trial is 14 days and doesn’t ask for a card.

Pricing

Worried about email access? See exactly what DueDrop reads and keeps. More answers — client replies, disputes, partial payments — are in the Help Center.

Still not sure? Try it on one real invoice.

14-day free trial, no card. Basic is $49/month, Pro $99/month. Nothing sends until you approve it.

Start the free trial