IT alert: notify account owners of missing payment mandates

IT admins see account owners lacking SEPA mandates, causing billing gaps and collection delays. Weekday morning digests notify owners so account teams secure mandates before billing.

Overview

Missed payment mandates create billing gaps and collection delays that put revenue at risk. This workflow turns weekday checks into owner-facing digests and follow-up tasks, ensuring account owners act and mandate coverage is in place before billing runs.

Notable Features

Send weekday owner digests
Flag recurring customers missing mandates
Create follow-up reminders for owners