Summary: As a receivables user at Centime, you can now create and manage customer-level workflows to automate email communications at regular intervals. This feature allows you to schedule and send automated reminders and notifications, enhancing efficiency in managing customer interactions.

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" 

3. 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.

4. 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.

5. Additional Recipients:

   • Add any additional recipients who should receive the emails.

6. 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.

7. 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.