Payment collection, dunning & portability — found from sitemap — Sequence

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Facts read from this source

• Payment reminder workflows Report an error

  “Payment reminder workflows let you chase overdue invoices automatically. Build a sequence of reminders on the Workflows canvas, decide when each one sends, and optionally route reminders through Watchtower for human review before they reach your customer.”

• Reminder trigger Report an error

  “Create a workflow and choose the Invoice sent trigger. The workflow starts when Sequence sends an invoice to the customer. (Invoices you manually mark as sent do not trigger reminder workflows.)”

• Reminder timing Report an error

  “Relative to the due date: a set number of days before or after the invoice due date (e.g. 7 days before, 1 day after). Immediately: send as soon as the run reaches the node.”

• Reminder email config Report an error

  “Configure the To, CC, BCC, Subject, and Body. Reminders are addressed to the customer’s billing contacts by default”

• Reminder template variables Report an error

  “{{contact name}} Primary billing contact’s name {{contact email}} Primary billing contact’s email {{invoice number}} Invoice number {{amount}} Invoice amount {{due date}} Invoice due date {{days late}} Days past the due date {{url}} Link to the invoice in the customer portal (shown as Invoice URL)”

• Reminder attachments Report an error

  “The invoice PDF and any attachments sent with the original invoice are attached automatically.”

• Reminder plain email Report an error

  “Reminder emails are intentionally sent unstyled (plain). Our testing shows plain reminders are more effective at prompting payment.”

• Unresolved variable routing Report an error

  “If a template variable can’t be resolved (for example a typo or missing data), the reminder is routed to a review task instead of sending a broken email, even when review is otherwise turned off.”

• Reminder require approval Report an error

  “Turn on Require approval to insert a human checkpoint: instead of sending automatically, the reminder is composed and paused as a task in Watchtower for the approvers you assign.”

• Reminder auto stop Report an error

  “If it’s paid, voided, or written off as uncollectible, the run ends on its own and no further reminders are sent.”

• Watchtower review path Report an error

  “The reminder lands in Watchtower as a task (e.g. “Invoice is 10 days overdue”), showing the drafted email, the recipient, and the attached invoice PDF.”

• Watchtower edit preview Report an error

  “Open Review reminder to edit the recipients, subject, and body. A live preview on the right shows exactly what the customer will receive, including the invoice PDF.”

• Watchtower execution summary Report an error

  “Watchtower’s execution summary tracks every reminder through its states (Waiting, Flagged for review, Sending, Sent, and Invoice paid/uncollectible), with email previews and timestamps, giving a full audit trail of what was sent and when.”

• Reminder switch routing Report an error

  “Add a Switch node to branch the dunning flow. Conditions relevant to reminders include: Condition Use Customer Include or exclude specific customers Invoice total Branch on invoice amount (less than / greater than / equals)”

• Reminder webhooks Report an error

  “Event Fires when INVOICE_REMINDER_SENT A reminder email is sent WATCHTOWER_TASK_ASSIGNED A review task is assigned to an approver”

• Webhook destinations Report an error

  “Subscribe to these in your notification policies to mirror reminders into a CRM, Slack, or your own dashboards.”

Scores citing this record

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• The Skeptic Payment collection, dunning & portability
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