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Tool playbook

Stripe invoicing automation

Hey Teo helps automate Stripe invoicing workflows so invoices go out on time and payment follow-ups stay consistent.

How this helps

No technical knowledge required: no coding, no complex setup, and no operations playbook needed.

Most missed revenue comes from delayed invoicing and inconsistent follow-up. Hey Teo keeps your Stripe invoicing workflow reliable and easy to approve.

  • Draft and prepare invoices with consistent structure.
  • Track invoice status and surface overdue accounts quickly.
  • Automate reminder cadence for unpaid invoices.
  • Keep payment operations visible in one workflow.

How to implement

  1. 1

    Connect Stripe

    Authorize Stripe so Hey Teo can observe invoice and payment status events.

  2. 2

    Set reminder rules

    Choose timing and tone for payment reminders and exception handling.

  3. 3

    Approve edge cases

    Review unusual payment scenarios while routine reminders run automatically.

Frequently asked questions

Can I keep manual approval for high-value invoices?
Yes. Approval rules can require confirmation before sensitive actions.
Does this only work for Stripe?
No. Stripe is one workflow example; Hey Teo can coordinate with other tools in your stack.
Will this send marketing messages?
No. This workflow focuses on transactional invoicing and payment operations.

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