Create same-day credit hold tasks for overdue customers
Create same-day credit hold tasks for overdue customers
Your overdue invoices go untracked, allowing shipments to proceed to delinquent accounts. The workflow creates same-day credit-hold tasks so billing staff pause fulfillment and begin collections the same day.
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Overview
Overdue invoices that slip through can result in shipments going to delinquent accounts and slow collections. This flow turns aged invoices into same-day credit-hold tasks routed to your billing clerk so fulfillment is paused and collections start the same day.