01Wait
Wait for the scheduled date
1 day after payment promised for
View details
1 day after payment promised for Review after 30 days if unresolved.
All workflows
draft
Payment promise review
Check the recorded promise and assign a review when payment still needs attention.
Read-only example
Current draft
Revision 1YOUR WORKFLOW1 action
STARTS WHEN
When an accepted record changes
((Contract direction is receivable) and (Recorded submission date is recorded) and (Outstanding invoice is Yes)) and (Payment promised for is recorded)- 02Review
Review the missed payment promise
Due within 3 daysView details
Request a review
Check the payment record and recent correspondence for [Invoice number]. The recorded promise was [Payment promised for]. Legal dates remain separate.
Stops when the invoice is no longer outstanding
All eligible invoicesScope & working hours
Mon, Tue, Wed, Thu, Fri · 09:00–17:00 · Project timezone