Send payment follow-up emails and SMS after call

You log a bad-debt call but customers don't get payment details and accounting lacks follow-up context. Get documented outreach, invoice links, and next-action scheduling same day.

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Overview

When a collections call result is recorded, this flow sends the agreed invoice link, logs a CRM note, and updates the tracking row so collectors and billing have a single source of truth. That eliminates manual handoffs and gets payment links to customers the same day.