Customer support ops flag overdue sales invoices promptly

Customer support ops see sales invoices hit nine days overdue, risking receivables aging and collection delays. Scheduled checks flag and alert finance and accounts so collections start sooner.

Overview

Unresolved overdue invoices cause receivables to age and create collection backlog for finance and accounts. This workflow surfaces nine-day overdue sales invoices to the right channels and posts actionable alerts so follow-ups start sooner and manual tracking is eliminated.

Notable Features

Flag invoices nine days overdue
Post alerts to finance channel
Include invoice details for investigation