How to use the Invoice chasing board template

Start a board from it
Use this template opens a new Freero board with the Invoice chasing board template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Invoice chasing board”.
Follow the instruction on the board
“Move cards every Monday. Each column has its own action: a friendly reminder, a call, then the account manager. Note every promise to pay.”
Fill in each part
- What we do when The same steps for every customer.
- Invoice chasing board Columns: Due this week · 1–30 days late · 31–60 days late · Over 60 days · Paid
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Invoice chasing board board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Month-end close
Track every task needed to close the books each month, who owns it and what is waiting on someone else.
Expense claim process
Lay out how an expense goes from receipt to repayment, who checks what, and where claims get stuck or bounced back.
Cost saving ideas
Collect ideas to cut costs from everyone who spends money, then sort them by how much they save against how hard they are.
Software spend audit
List every paid tool, who owns it, what it costs and how many seats are used, then decide what to keep, merge or cancel.
Procurement request
Ask for a purchase with everything finance needs: what and why, options compared, cost, risks and the approvals required.
Event run of show
The minute-by-minute script for running a live event: segments, who’s on stage, what the crew does and the cues.