For business owners: keep aged invoices in outreach pipeline

Business owners see invoices 14–28 days old go unpaid, creating aged receivables and collection risk. Enroll them daily into follow-up campaigns so finance starts outreach earlier.

For business owners: keep aged invoices in outreach pipeline

Overview

Untracked invoices created two to four weeks ago turn into aged receivables and cashflow risk. This workflow enrolls those customers into follow-up campaigns automatically, shifting collections from reactive chasing to proactive outreach. The result is fewer missed follow-ups and clearer visibility into outstanding invoices.

Notable Features

  • Identify invoices 14–28 days old
  • Add customers to follow-up campaigns
  • Alert finance when contacts enrolled

For business owners: keep aged invoices in outreach pipeline