Dashboard/Automation
Automation
Choose which follow-ups should run for Acme Corporation. Nothing is sending yet.
Automations are not live yet. Nothing is sending — these checkboxes only mark what this workspace should run later.
Collection reminders
Automatic emails while an invoice is still outstanding, matching the 30 / 60 / 90-day schedule on the marketing site.
| On | Automation | Timing | Status |
|---|---|---|---|
Invoice issued Created and delivered through QuickBooks, Bill.com, or Coupa. | When sent | Not enabled | |
First reminder Friendly nudge that the invoice is still outstanding. | 30 days | Not enabled | |
Second reminder Firmer tone, still on-brand. | 60 days | Not enabled | |
Final reminder Last automated notice before escalation. | 90 days | Not enabled | |
Escalate to your team Loop in the customer for a payment timeline. | 90+ days | Not enabled |