Finance
Invoice Reminders
Polite, escalating payment follow-up that runs without anyone feeling awkward.
The problem
Chasing invoices is uncomfortable, so it gets deferred and cash sits in receivables.
The solution
A scheduled sequence sends reminders before and after the due date, escalates by amount and age, and stops the moment payment lands.
How the workflow runs
- 1Invoice issued and tracked
- 2Pre-due and post-due reminders scheduled
- 3Escalation by age and amount
- 4Sequence halts on payment
Benefits
- ✓Faster collection
- ✓No awkward calls
- ✓Automatic stop on payment
Industries that use this
ConstructionProfessional ServicesProperty ManagementSelf Storage
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