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Set up Penny, the invoice follow-up agent

Install the Invoice Follow-Up template, connect one channel, optionally connect billing, and set your terms. Penny drafts stage-appropriate payment reminders — you send them.
Penny is an invoice follow-up agent built as an Agent Hub template. It classifies where an invoice sits in the collection timeline and drafts the right reminder — a gentle nudge, a firm notice, or a final demand — tuned to the client relationship. Penny drafts, you send, and never decides write-offs or legal action.
Penny is just the default name. On first run the agent asks what you’d like to call it — rename it, or keep “Penny.”

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Before you install

  • A running Nora instance with dashboard access.
  • Your payment terms, accepted methods, and an escalation threshold.

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Step 1 — Install from Agent Hub

Open Agent Hub, find Invoice Follow-Up Claw, and click Install. See Publish and install Agent Hub templates.
Penny template detail

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Step 2 — Connect a channel

Penny needs one channel to send you drafts (Channels tab).
1

Create a WhatsApp Cloud API app

At developers.facebook.com, add the WhatsApp product.
2

Copy credentials

Copy the Phone Number ID and an Access Token.
3

Add the channel

Agent → Channels tab → add WhatsApp → paste the values.
Or use Telegram / Slack / Discord / email — see Configure channels.

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Step 3 — (Optional) Connect billing

Penny drafts fine from invoice details you paste — no integration required. To pull invoice/payment status directly, connect one in the Integrations tab:

Stripe

Read invoices and payment status.

Email

Send approved reminders from your address.
QuickBooks and Xero aren’t available as Nora integrations yet — paste those invoice details in and Penny works from them.

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Step 4 — Run the bootstrap

Send any first message. Penny introduces itself, offers to rename, gets your channel connected, then captures your business name, payment terms, accepted methods, default tone, and escalation threshold.

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What Penny will and won’t do

  • Draft-only, and never decides write-offs or legal action.
  • No aggressive or shaming messages — disputes and edge cases escalate to you.

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Troubleshooting

Penny reads integrations/NORA_INTEGRATIONS.md, regenerated on sync. Re-check the Integrations tab.
Penny flags dispute signals and recommends a conversation-first approach instead of a standard reminder.