Automated Follow-ups

Set up automated follow-up sequences for overdue invoices:

Configuration: Go to Settings → Automation → Follow-up Sequences.

Sequence Builder: Create multi-step sequences (e.g., friendly reminder → firm reminder → final notice).

Timing: Set custom delays between each follow-up (e.g., 7 days, 14 days, 30 days).

Personalization: Use merge tags to personalize each message with client name, invoice number, and amount.

Pause/Resume: Manually pause sequences for specific clients if needed.

Automated follow-ups increase payment rates by up to 60% compared to manual chasing.