Send invoice reminder emails and update deal records
Send invoice reminder emails and update deal records
Unpaid invoices send reminders without invoice context, forcing billing staff to chase payments. It sends context-rich reminders and updates deal records so payments are pursued within the same day.
Overview
Uncollected invoices waste time and require constant manual chasing—this flow ensures each invoicing event triggers a contextual reminder email and updates the deal record automatically. Billing staff and owners see the next collection action the same day, reducing follow-up overhead and accelerating payment cycles.