Keep sales ops invoice follow-ups scheduled and visible

Sales ops miss authorised invoices, causing missed chasers and unclear payment visibility that stalls collections. Give collections clear chaser dates so outreach starts before overdue.

Overview

Missed invoice follow-ups create cashflow uncertainty and audit gaps for sales ops and finance. This workflow ensures every authorised invoice spawns a traceable follow-up record with due dates and staged chaser dates, giving collections clear action items and payment visibility. The result is clearer payment visibility and far fewer missed follow-ups.

Notable Features

Create follow-up record per invoice
Populate due date and chaser dates
Notify collections with payment visibility