Overdue Invoice as a Trigger
complete
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Dennis Melson
We need something to automatically remind customers who have not payed on time.
Right now, the invoices are nice, but there is no process on how to send out reminders to ppl not payed their overdue invoice, so a full lifecycle of an invoice is impossible...
I guess a Workflow Trigger would be all we need: When: Invoice is Overdue, then start Workflow...
End it, when Invoice is Paid
Thanks!
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Sales & Marketing
complete
We will close this idea and get the idea that Don suggested under review - https://highlevel.canny.io/invoicing/p/custom-reminder-settings-within-invoice-settings
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Sales & Marketing
We made some recent updates to the workflows related to invoicing automations. Can this not be achieved with the invoice trigger that we have in place along with the multiple If/Else branches to divert the workflow according to the invoice status. Attaching screenshot here for reference
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Don Franklin
Sales & Marketing: It seems like it would be much easier for the end customer if there were just some simple settings in the invoice section that had some check boxes for them to turn on with a simple check next to the ones they want to turn on and an option next to each one they turn on to customize the message (but a default message is there) that goes out for the reminder. ie x send past due invoice reminder 7 days, x send past due invoice 14 days, x send past due invoice 30 days, send past due invoice 60 days etc. Much like InvoiceSherpa does.
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Sales & Marketing
under review
S
Sales & Marketing
upcoming
S
Sales & Marketing
under review