Create weekly invoice reminder records and owner alerts
Create weekly invoice reminder records and owner alerts
Your new invoices sometimes go unpaid, leaving you to chase deposits and balances. This creates reminder rows and weekly owner alerts so you can clear outstanding invoices before the next billing run.
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Overview
Missed deposits and unpaid invoices slow your shoots and strain cash flow; this workflow captures new invoices into a single reminder queue and pings you weekly with direct invoice links so you can act fast. It replaces ad-hoc chasing with a repeatable follow-up loop that clears many outstanding items before the next billing run.