What's new

Configure a default chasing workflow for one-time payment requests and retry workflows for direct debits.

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Click into the customer record and use the side tray to select which workflows you would like to apply to the customer as default.

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Any new invoices sent to this customer will follow these workflows by default (unless you choose to override this when you send the invoice). This selection also overrides your account default workflows which are enabled in the settings tab.

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