The finance agent checks every invoice against its due date and the customer’s payment history, then prepares the right follow-up: a friendly reminder, a firmer one, or a call from the account manager.
Due dates, part payments and replies are tracked for every open invoice.
Payment history and account value decide the tone and the channel.
Approve all in one click and messages go out on WhatsApp, SMS or email.
Included on Growth and above. No card needed to start.