Reviewing the Overdue Invoice Pipeline

Reviewing the Overdue Invoice Pipeline

1. Open Overdue Invoice Automation, top right click View Pipeline, Once in Pipeline click on Test Sequence

2. After Opening the Pipeline Test Sequence it will open a list in SA of clients who “would be” included in the Overdue Invoice automation if turned LIVE today

3. Tag clients from the list (and other clients as needed) who you would like to exclude from the automation overdue invoice follow-ups, Tag: “4-C Overdue Invoice - No Followup” Tag