Send payment reminder email and SMS to customers
Send payment reminder email and SMS to customers
Unpaid invoices lack consistent reminders, causing billing to chase customers and deals to stall. Receive templated reminders with payment links and logged notes so owners can act within three days.
Overview
When deals enter the invoicing stage, unpaid accounts often sit idle and force manual chasing; this flow sends templated three‑day reminders with a secure payment link and logs outreach automatically. That reduces manual follow-up, gives billing staff same‑day context, and moves owners to take action within days.