MOOVAZ product family
MOOVAZ Finance
Invoice, get paid and chase payments in one place.
What it is
Finance lets businesses send invoices, offer several ways to pay, chase overdue payments automatically and see payment status on each customer record — powered by a payment and invoicing partner.
The roadmap includes HMRC VAT submission with filing history and deadline alerts, built to meet current Making Tax Digital rules.
Key capabilities
- Create and send invoices
- Payment links, multiple methods
- Automatic reminders and chasing
- Overdue and cash-collection views
- AI-written follow-ups
- VAT submissions (later)
Steps to build
- 01
Choose payment partner
Agree terms, fees and revenue share.
- 02
Invoicing
Invoice builder using CRM customers and services.
- 03
Payments & chasing
Payment links, status updates and reminder schedules.
- 04
Reporting
Overdue, collected and forecast cash views.
- 05
VAT / MTD
HMRC connection, filing history and deadline alerts after compliance review.
Go-to-market strategy
Target customers
- Trades who invoice after each job
Message
- “Get paid faster without awkward chasing”
Pricing
- Module fee plus transaction or partner fees
Channels
- Upsell to customers winning jobs from Acquire
- Accountant referral partnerships
Sales email template
Less invoice chasing for [Business name]
Hi [First name],
I noticed [specific observation about their services]. Once a job is finished, how much time does your team spend sending invoices and following up on unpaid balances?
We're planning MOOVAZ Finance to bring invoicing, payment links and scheduled reminders into the same workspace as your customer records, using a payment and invoicing partner.
The aim is to make it easier to see what's paid, what's overdue and who needs a reminder, rather than checking several places or writing every follow-up from scratch.
Would you be open to a 15-minute conversation about how [Business name] handles payments today? I'd like to understand where the admin builds up and whether the planned approach would help.
Best, [Your name] MOOVAZ [Your phone number]
If this isn't relevant, just reply and I won't follow up.
Team notes & prompt library
Working notes for developers, marketing and sales. Editable in src/data/notes/finance.md — add and refine prompts here as the product evolves.
Finance — Team notes & prompt library
Working notes for the MOOVAZ Finance product. Developers, marketing and sales: add, refine and reuse the prompts below. Keep prompts copy-paste ready.
Developer prompts
- Specify the payment-partner integration: invoicing, payment links with multiple methods, status webhooks and revenue share reporting.
- Build the reminder engine: automatic chasing schedules, AI-written follow-ups, and overdue/cash-collection views on each customer record.
- Draft the HMRC Making Tax Digital connection plan: VAT submission, filing history and deadline alerts after compliance review.
Marketing prompts
- Write the "get paid faster without awkward chasing" campaign for trades who invoice after each job.
- Draft a calculator asset: days-to-payment before and after automatic reminders.
- Create accountant referral partnership one-pager with revenue-share framing.
Sales prompts
- Write an upsell email to customers winning jobs from Acquire: "invoice the job the day you finish it".
- Draft objection responses for "my customers pay by bank transfer anyway" and "I don't want to pay transaction fees".
- Write a pricing explainer for module fee plus transaction/partner fees.