Enable sales ops to contact customers after failed payments

Sales ops watch NSF and first-payment failures go unnoticed, causing unpaid balances to linger. Send templated collection texts to customers automatically, so finance can start outreach within minutes.

Overview

Missed NSF and first-payment failures let receivables accumulate and complicate reconciliation. This workflow pushes templated collection texts as soon as a failed payment hits your ledger, so finance and sales ops can start outreach quickly and keep clean audit trails; teams report faster outreach and fewer reconciliation surprises.

Notable Features

Create new customer contact records
Send templated text messages to customers
Record outreach for audit trail