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When managing your Actions to create the perfect communication with your customers, define the type of each reminder you want to send through your cash collection cycle. Combine multiple channels to serve your goals—escalating from emails to phone calls—and get better results! You will be able to choose between automatic and manual actions. The first type will roll in the background with nothing else but their setup to do, while the second requires their owner to complete them. Actions will be triggered and/or sent out following the conditions you defined and your organization’s settings:
  • Trigger- time elapsed (in days) since the carrying invoice’s issue/due date
  • Minimum contact delay- time elapsed since the execution of the workflow’s previous action Minimum contact delay
  • Schedule- Your desired time of the day for automatic actions to be sent
Refer to this dedicated article to learn more about automatic actions.

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Important for both manual and automatic actions:

Note that if the trigger between two actions is less than the minimum contact delay, the latter will be the one applied. For example, there is a 3-day delay between Action 1 and Action 2, while the minimum contact delay is 5 days. Then, Action 2 will be triggered 5 days after Action 1, not 3 days.

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Manual actions

Displayed on their owner’s Actions tab from their due completion date, these actions must be validated or skipped. The workflow remains stuck at this step until then. They can be entirely reviewed and updated from a type change to a content update, including document attachments or notes logging. ❗Even as an admin, if you are not an action’s owner, you will neither see it on the actions list nor be able to complete it from the customer’s details. 💡 Review your completed actions and measure their efficiency from their list, your customers’ and invoices’ timelines, or the dedicated Analytics widget! Do you still have a question? Submit a Support request!