draft

Payment-status follow-up

Follow up on an open receivable at your company’s preferred pace.

Read-only example

Current draft

Revision 1

YOUR WORKFLOW2 actions

STARTS WHEN

When an accepted record changes

(Contract direction is receivable) and (Recorded submission date is recorded) and (Outstanding invoice is Yes)

01Wait
Wait for the scheduled date
7 days after recorded submission date
View details
7 days after recorded submission date Review after 30 days if unresolved.
02Repeat
Repeat within the company contact limit
Every 7 days · Up to 3 times
View details
Stop repeating when Outstanding invoice is false.
Repeat these steps until the invoice is no longer outstanding
1. 2.1EmailApproval
  Check the outstanding payment
  Invoice billing contact
  Email & details
  Follow up by email · Approval required
  From
  Selected company mailbox
  To
  Invoice billing contact
  Payment status — [Invoice number]
  Hello, Could you provide an update on invoice [Invoice number] for [Project name]? The recorded outstanding principal is [Verified outstanding principal]. Thank you.
03Review
Choose the next step
Due within 3 days
Workflow owner
View details
Request a review
The configured follow-up sequence for [Invoice number] has finished. Review the record and choose the next appropriate step.

Stops when the invoice is no longer outstanding

All eligible invoicesScope & working hours

Mon, Tue, Wed, Thu, Fri · 09:00–17:00 · Project timezone