How Gary works

Gary follows up your unpaid invoices by phone, so you don't have to. He's friendly, never pushy — a gentle check-in, not a chase.

The short version

You connect Xero, so Gary can see which invoices are overdue and who to contact. That's a one-off: from then on Xero sends Gary every invoice change on its own. When a payment lands, Gary knows — nothing to sync or upload.
You connect a mailbox (Outlook or Gmail), so Gary can email a customer their invoice when they ask for it again.
On the Approvals page, you switch Gary on for the customers you'd like him to follow up. He only ever calls the ones you switch on.
Gary calls those customers during business hours, has a short, polite conversation, and tells you what happened — a promise to pay, a query, a wrong number, or a request to resend the invoice.

Opens warmly and says the call is recorded.
Checks he's talking to the right person.
Asks if the invoice is on their radar and when they expect to pay.
If there's a problem, he listens — he won't argue — and offers to book a time with your team.
Aims to leave with a clear next step: a payment date, a booking, or a resend.

Who Gary calls — nobody is called until you switch them on.
When — Gary only calls within business hours, and never more than once a day per customer.
Opt-outs — if a customer asks not to be called again, Gary stops and remembers.

Every call and action is recorded in an audit log, so there's always a clear trail.