Chasing payments by hand is slow. An automation can send a reminder before and after a due date, so customers get a nudge without anyone lifting a finger.
Feed the workflow your invoice data (via a webhook from your accounting tool, a sheet, or your CRM), then send a template reminder. Add delay or schedule logic to send a reminder a few days before the due date and again if it passes unpaid.
If you use Tally, Zoho Books, Xero, or similar, the Connect guides show how to pull invoice data directly. See Connect.
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