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
Navigation: Settings > Receivables > Workflows > Customer Segment Workflows
Creating a Workflow:
Click on "Create New Workflow" to start the setup process.
In the "Campaign Type" dropdown, select "Customer Level"
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.
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.
Additional Recipients:
Add any additional recipients who should receive the emails.
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.
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.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article