📊 Want to set up a dunning todo ? Good news! CashCollect allows you to automatically create your dunning "todo" for overdue invoices. 🎉
You can configure "manual" actions in a sequence on the "Automation" page.
Example : D+3 = Call this customer
In this example, any invoice enrolled in this sequence will generate a manual action on D+3 which will enrich your "todo". This allows you to save time by focusing directly on the actions of the day before moving on to another task.
To automatically create your dunning "todo", you need to :
On the "Automation" page, create a new step
Choose if you want to send an e-mail or make a phone call
At D+ [your deadline] after the deadline, a manual action will be automatically generated to remind you to send your reminder e-mail or to call your customer.
When you have one or more actions, a red visual notification appears on the "Dunning" tab and you can find the list of your actions in "Dunning" > "Dunning actions". You then have the choice to validate or delete the action.
💡Good to know : An action that is not carried out is shifted from day to day until it is deleted or executed.