Collections coordinators: schedule 35-day invoice follow-ups

Collections coordinators lose contact when invoices hit 35 days past due, risking write-offs. That ensures collectors prioritize outreach and recover accounts.

Overview

Missed follow-ups on overdue invoices create write-off risk and strain cash flow. This workflow turns newly recorded overdue invoices into scheduled calendar follow-ups and assigned tasks so collections coordinators prioritize outreach and recover accounts; customers report faster response times and fewer missed follow-ups.

Notable Features

Create calendar follow-ups 35 days past due
Assign tasks to collections coordinators
Log calendar event IDs to invoices