How My Overdue Invoice Automation Works and Document Names

How My Overdue Invoice Automation Works and Document Names

Automation Start: Invoice is at least 15 days past due.

Wait 15 days for a weekday.

Day 30: FI-OI-C1 - Call 1

Wait 1 Day for a weekday.

Day 31: FI-OI-E1 - Email 1

Wait 7 Days for a weekday.

Day 38: FI-OI-C2 - Call 2 (includes instruction to pause the account)

Wait 1 Day for a weekday.

Day 39: FI-OI-E2 - Email 2

Day 39: Add "Account Paused" tag

Wait 7 Days for a weekday.

Day 46: FI-OI-C3 - Call 3

Wait 7 Days for a weekday.

Day 53: FI-OI-E3 - Email 3

Wait 1 Day for a weekday.

Day 54: Add Account Delinquent tag

Day 54: FI-OI-C4 - Send to Collections

Wait 1 Day for a weekday.

Day 55: EI-OI-E4 - Email 4

Wait 5 Days for a weekday.

Day 60: FI-OI-C5 - Check if Paid