Sends invoices, payment links, and installment reminders
Configured around your approved workflow, with a human handoff when needed.
QUICK ANSWER
What does Penny do?
Penny sends invoices and payment links, reminds customers politely when payments are due, and updates the customer record once paid. As part of the Close stage, Penny works 24/7 inside BOLT, follows your approved rules, and hands the conversation to your team whenever a person is needed.
Meet Penny
Meet Penny
Penny gets you paid without the awkward follow-up. She sends the invoice right after the job, follows up on schedule, and alerts your team only when a payment needs a personal touch.
The leak Penny fixes
A finished job is not finished paperwork. Invoices get forgotten, and asking again takes time out of your day.
A typical day
A day with Penny
8:30 AM
Sends invoices for yesterday's completed jobs.
11:00 AM
Reminds two customers about due invoices.
2:45 PM
Marks a paid invoice and thanks the customer.
5:00 PM
Flags a past-due account for your team.
Sample conversation
How Penny sounds
Penny
Sample conversationPenny
Hi Lee, thanks for choosing us. Here's your invoice and a secure payment link for today's service.
Lee
Can I pay half now?
Penny
I'll pass that to our office team and they'll reply today.
Capabilities
What Penny handles
Follows up on overdue payments with friendly reminders
Configured around your approved workflow, with a human handoff when needed.
Sends receipts the moment a payment clears
Configured around your approved workflow, with a human handoff when needed.
Keeps payment status attached to the customer record
Configured around your approved workflow, with a human handoff when needed.
Alerts your team when a payment needs personal attention
Configured around your approved workflow, with a human handoff when needed.
Setup
Getting Penny started
01
Your invoicing and payment tools
02
Reminder schedule
03
Who handles payment questions
That is all we need from you. Our team builds the rest.
Guardrails
Clear limits, every time
- Never negotiates balances or terms
- Polite tone on every reminder
- Escalates disputes to your team
Handoffs
The next step is already connected.
Good questions
What do owners ask about Penny?
She sends secure payment links.
They follow a friendly, approved schedule.
Yes, on each customer record.
Put Penny to work in your business.
Book a free 30-minute demo. We will map your lead flow and show you the fix.