Use the Payment Follow Up Automation to automatically chase up payments for Completed jobs. You've done the work, you should be getting paid for it!
Enable the Automation by clicking the switch. Click Edit if you would like to change the default settings.
Choose how to send Payment Follow Up messages
Choose how long to wait before following up payment
Configure your message templates
Review your settings
Payment Follow Up messages will only be sent if job has not been paid at the scheduled time. Scheduled messages will be cancelled if the job is paid before the message is sent.
Remember that the invoice due date is calculated from the date the job was Completed, or the first date a PDF invoice was produced on the job (whichever came first). Note that it is best practice to always update a job to Completed before generating an invoice.
The Payment follow up email will be sent from the staff member who completed the job.
Payment follow up text messages and emails will be sent to the billing contact, in the absence of the billing contact email or mobile number, they will be sent to the job contact.