Invoicing and payments
Staged collection of unpaid invoices
On the due date, checks this invoice in Filmo. If it is still pending, reminds about the payment and opens a follow-up; a week later it checks it again before escalating.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Invoicing and payments |
| Starts with | Invoice approved |
| Integrations used | Slack, Email |
| Steps | 25 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Wait until | Wait until the invoice's due date | |
| 2 | Find invoice | Check this invoice in Filmo | |
| 3 | Condition | Only if the invoice is still validated | |
| 4 | Switch | By the payment's current status | › then |
| 5 | Send email | Remind the customer of the payment | › › branch 1 |
| 6 | Create task | Open the follow-up | › › branch 1 |
| 7 | Send email | Remind the customer of the payment | › › branch 2 |
| 8 | Create task | Open the follow-up | › › branch 2 |
| 9 | Send email | Remind the customer of the payment | › › branch 3 |
| 10 | Create task | Open the follow-up | › › branch 3 |
| 11 | Send email | Remind the customer of the payment | › › branch 4 |
| 12 | Create task | Open the follow-up | › › branch 4 |
| 13 | Adjust date | One week after the due date | |
| 14 | Wait until | Wait one more week | |
| 15 | Find invoice | Check this invoice again | |
| 16 | Condition | Only if the invoice is still validated | |
| 17 | Switch | By the payment's current status | › then |
| 18 | Post a message | Escalate to finance | › › branch 1 |
| 19 | Send email from Filmo | Notify management | › › branch 1 |
| 20 | Post a message | Escalate to finance | › › branch 2 |
| 21 | Send email from Filmo | Notify management | › › branch 2 |
| 22 | Post a message | Escalate to finance | › › branch 3 |
| 23 | Send email from Filmo | Notify management | › › branch 3 |
| 24 | Post a message | Escalate to finance | › › branch 4 |
| 25 | Send email from Filmo | Notify management | › › branch 4 |
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