Retail owners: Trigger final payment texts to customers

Co-owners miss final payment follow-ups, creating cashflow gaps and restock delays. Automated texts trigger on form submission, helping owners collect overdue balances.

Overview

Missed final payments create cashflow gaps and stall restocking for small retail owners. This workflow turns each payment-request form into an SMS plus a logged note, shifting manual chasing to reliable prompts so response times drop dramatically and follow-ups don’t slip through the cracks.

Notable Features

Send payment texts on submission
Log messages to sales record
Create follow-up task on failure