If you find yourself manually reaching out to remind users about their overdue invoices, leveraging the "Follow-up on Overdue Invoices" automation is a great way to streamline this process, freeing up your time for other important tasks at your organization.
The "Follow-up on Overdue Invoices" automation is currently available as a recipe, so it's ready to be used. Click here to learn more about Recipes.
Currently, this recipe is designed to send an automated email to a user 7 days after their invoice becomes overdue.
Note: This Automation is currently available to all subscriptions. The number of actions you have access to is determined by your subscription. If you'd like to add a step or remove a step (i.e. wait another 7 days to send a second follow up), you'll be required to upgrade to Automations+. Click here to learn more about Automations+.