What's new

Create new workflows from scratch or modify existing ones by accessing Settings → Workflows.

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You can create and set default workflows at account level and set different rules for specific customers.

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With custom workflows you can:

• Set which channels (Email, Whatsapp, or SMS) you use for the initial payment request and subsequent reminders
• Add multiple reminders at custom intervals before the due date
• Configure the frequency for overdue reminders
• Opt to skip the initial distribution step, in case you wish to delay distribution
• Add custom text to be added each time an invoice is sent - this allows you to add a custom message even when sending the invoice from your accounting software