Set up debt collection messages
Step up your reminders on older debts, moving from polite notes to a task for your team.
Table of Contents
Create a workflow with On a schedule.
Filter by balance and invoice age.
Add a polite reminder.
Add a firmer one later.
Add a task to call after that.
Test, then click Publish.
Keep to the law and your own policy on chasing debts.
Up next
Next, read Confirm money added to an account.