Keep billing on track: schedule monthly payment-check tasks

Collections specialists miss overdue invoices without scheduled follow-ups, creating reconciliation headaches. Create tasks on the 20th during the school year so billing prioritizes invoices.

Overview

Unscheduled follow-ups let overdue invoices pile up and complicate month-end reconciliation. This workflow creates prioritized follow-up tasks on the 20th during the school year so collections specialists always have clear next actions, eliminating missed invoices and smoothing cash recovery. Finance teams report fewer reconciliation headaches and cleaner audit trails.

Notable Features

Create scheduled follow-up tasks
Limit tasks to school year months
Assign collections specialists automatically