Payment Follow Up Automation

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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.

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 to send Payment Follow Up messages

Choose how long to wait before following up payment

Choose how long to wait before following up payment

Configure your message templates

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 (not the date the invoice was produced).

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