Flow detail

Settings › Flows › Detail

Invoices Flows Activity

Standard B2B – Net 30

✓ Compliant in all states

Unsaved changes

Flow details Changelog

Active

Flow

Procedure for invoices assigned this flow

1 Email Friendly reminder

2 days after payment due

✉️

2 Email Firm reminder

7 days after previous

✉️

3 SMS Final nudge

14 days after previous

💬

4 Manual followup

21 days after previous

👤

+ Create step

Flow details

Name

Description

Changelog Read-only

Dec 18, 2024

Svein changed Step 2 (Email) template from "Friendly reminder" to "Past due – firm"

14:32

Dec 18, 2024

Maria updated Step 3 (SMS) days from 12 to 14 days after previous

09:15

Dec 17, 2024

Svein added Step 4 (Manual followup) with 21 days delay

16:45

Dec 17, 2024

John updated Step 1 (Email) days from 0 to 2 days after payment due

11:20

Dec 17, 2024

Svein changed flow description to "Friendly → Firm → Final. Includes SMS for some states."

10:05

Dec 16, 2024

Maria created Step 3 (SMS) with "Automated message" template

15:30

Dec 16, 2024

Svein created Step 2 (Email) with "Firm reminder" template

14:12

Dec 16, 2024

John created Step 1 (Email) with "Friendly & personal" template

13:45

Dec 16, 2024

Svein created flow "Standard B2B – Net 30"

13:00

Email message

Watching this step You'll get an email every time an email or SMS is sent from this step, and when a send is blocked (and why). Unwatch

Days after payment due.? days

Yellow = allowed in some states only Green = compliant in all states (12+ days)

Message template for email

Template preview (read-only)

Hi ,

This is a friendly reminder that your invoice # for $ is due. We hope everything is going well on your end.

If you have any questions or need assistance, please don't hesitate to reach out. We're here to help!

Thank you,

Email message

Watching this step You'll get an email every time an email or SMS is sent from this step, and when a send is blocked (and why). Unwatch

Number of days since last message? days

Yellow = allowed in some states only Green = compliant in all states (12+ days)

Message template for email

Template preview (read-only)

Dear ,

Your invoice # for $ is now past due. Immediate payment is required to avoid further action.

Please contact us immediately if you have any questions or concerns.

SMS message

Watching this step You'll get an email every time an email or SMS is sent from this step, and when a send is blocked (and why). Unwatch

Number of days since last message? days

Yellow = allowed in some states only Green = compliant in all states (12+ days)

Message template for sms

Template preview (read-only)

Invoice # for $ is overdue. Payment required:

Manual followup

Watching this step You'll get an email every time an email or SMS is sent from this step, and when a send is blocked (and why). Unwatch

Number of days since last message? days

Yellow = allowed in some states only Green = compliant in all states (12+ days)

Email for internal alert

An email will be sent to this address when this step triggers.

Reason for manual followup

Template preview (read-only)

Manual Followup Required

Customer:
Invoice: #
Amount: $
Days overdue:

Action required:

Please review and take appropriate action.

Create step 1/2

✉️

Email

Send email using approved templates.

Select

💬

SMS

May be non-compliant in some states.

Select

👤

Manual followup

Alert internal team for manual intervention.

Select

Choose a step type above to continue

Email message

Watching this step You'll get an email every time an email or SMS is sent from this step, and when a send is blocked (and why). Unwatch

Days after payment due.? days

Yellow = allowed in some states only Green = compliant in all states (12+ days)

Message template for email

Template preview (read-only)

Hi ,

This is a friendly reminder that your invoice # for $ is due. We hope everything is going well on your end.

If you have any questions or need assistance, please don't hesitate to reach out. We're here to help!

Thank you,

SMS message

Watching this step You'll get an email every time an email or SMS is sent from this step, and when a send is blocked (and why). Unwatch

Number of days since last message? days

Yellow = allowed in some states only Green = compliant in all states (12+ days)

Message template for sms

Template preview (read-only)

Invoice # for $ is overdue. Payment required:

Manual followup

Watching this step You'll get an email every time an email or SMS is sent from this step, and when a send is blocked (and why). Unwatch

Number of days since last message? days

Yellow = allowed in some states only Green = compliant in all states (12+ days)

Email for internal alert

An email will be sent to this address when this step triggers.

Reason for manual followup

Template preview (read-only)

Manual Followup Required

Customer:
Invoice: #
Amount: $
Days overdue:

Action required:

Please review and take appropriate action.

Flow details

Tip: click “Flow details” or a step on the left.