Payment Reminder Sequence

Automated dunning sequence with escalating reminders for overdue invoices. Improve DSO with timely follow-ups.

Workflow preview

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Trigger / nextYesNo

⏰

Scheduled Trigger

Invoice Due

Condition

Check if Overdue

✉

Send Email

Send First Reminder

⏳

Delay

Wait 7 Days

Condition

Check if Paid

✉

Send Email

Send Second Reminder

☑

Create Task

Create Escalation Task

■

End

End - Not Due Yet

■

End

End - Paid

■

End

End - Escalated