B2B services / Accounts receivable follow-up

Know what is holding up the payment.

A self-hostable collection of accounting, shared inbox and automation services. A foundation for keeping invoice records, customer replies and follow-up connected.

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Built around your industry

Late payments & unresolved invoices

Service businesses with recurring B2B invoices, an accounts inbox and someone spending time resolving payment questions.

Automatic reminders can tell a customer that an invoice is late. They do less to explain why it is unpaid. A customer may have promised a payment date in one thread, asked for supporting documents in another, or paid an amount that has not yet been matched. Your accounts team has to reconstruct that context before deciding whether another reminder is useful.

The services

What each service brings.

ERPNext ↗

Keep customers, invoices and payment records in an accounting system you can host yourself.

Open source · Self-hostable

Chatwoot Community Edition ↗

Bring accounts email and customer conversations into a shared inbox where your team can assign and discuss replies.

Open source · Self-hostable

n8n ↗

Build the connections between invoice records and conversations, with your own rules for reminders and review.

Source available · Self-hostable

Build on the foundation

How the services fit together.

Together, these services provide the records, communication and automation layers for accounts receivable. You can build around missing purchase orders, disputed invoices or promises to pay, with a person deciding the next action.

An example application

Put the services to work.

For example, an integration could link a customer’s missing purchase order request in Chatwoot to their ERPNext invoice, then use n8n to notify the account owner. That is one application you could build on this stack.

Adapt it to your business

Connect your existing accounting package where it makes sense, or use ERPNext as the records foundation. Configure the matching rules, review steps and customer messages around how your accounts team works.