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What are Customer-level Workflows

Create and manage customer-level workflows to automate email communications at regular intervals.

Required Permissions: Receivables > Set up and manage invoice workflows, automations

Create Customer-level workflows

  1. Navigation: Settings > Receivables > Workflows > Customer Segment Workflows 

  2. Creating a Workflow:

    • Click on "Create New Workflow" to start the setup process.

    • In the "Campaign Type" dropdown, select "Customer Level" 

  1. Configuring Frequency:

    • Weekly or Bi-weekly: user to select the day of the week.

    • Monthly: user to select week of the month and day of the week.

  2. Action Settings:

    • Reminder Email: Send reminders to customers regarding unpaid invoices.

    • Internal Notification: Notify internal teams about invoice statuses.

    • Manage Template: Choose and edit a statement template without payment information.

  3. Additional Recipients:

    • Add any additional recipients who should receive the emails.

  4. Condition Setup: Set a threshold that must be satisfied before the action will trigger. Conditions are optional. 

    • Conditions: Outstanding, Overdue, Overdue %, Consolidated Outstanding, Consolidated Overdue and Consolidated Overdue %

    • Condition Operators:

      • Greater than and equal to

      • Less than

    • Value: Enter the amount in the client’s home currency.

  5. History and Tracking: Triggered emails will be recorded in the customer history, including:

    • Date: When the email was sent.

    • Action: Type of email sent (customer or internal).

    • Description: Details of the email, including conditions met.

Add Automations to the Workflow 

You can add up to 100 automations to a workflow. To do so, simply click on the Automation drop-down menu and select which automation you would like to include.

For additional information on workflows, please see Workflow Basics and Invoice-level Workflows. 

Using Customer-level Workflows 

When a customer-level workflow is live, you can pause an individual invoice or the entire customer. 

  • Pausing the customer will stop all reminders from being sent to the customer. 
  • Pausing an individual invoice will remove the invoice from the communication. The customer total outstanding and total overdue will still include the invoice amount.