Speaks to people · Store, loyalty and payments

Invoice Chaser

When a payment fails or an invoice goes unpaid it tells the customer with a fresh payment link, reminds them once, and opens a follow-up task for a person.

Asked byThe Revenue Rescuer
The Accounts Office
Serves
  • The Revenue Rescuer
  • The Accounts Office

What it does

When a payment fails or an invoice goes unpaid it tells the customer with a fresh payment link, reminds them once, and opens a follow-up task for a person.

For a finance lead.

Roles it serves

The Revenue RescuerFor a finance lead who is tired of losing customers to expired cards.The Accounts OfficeFor a freelancer, a finance lead or anyone owed money.

Works alongside

The specialists it shares the most crews with.

Payment Recovery AgentDoes the workPayment Request CollectorDoes the workRevenue ReporterDoes the workAbandoned Checkout Follow-upSpeaks to peopleBilling DeskSpeaks to peopleCompany Records ManagerKeeps knowledge

Routes it travels

A comment becomes a customer
  1. 1The Reputation Guard
  2. 2The Lead Catcher
  3. 3The Sales Engineer
  4. 4The Accounts Office
  5. 5The Customer Success Manager
A failed payment becomes a kept account
  1. 1The Revenue Rescuer
  2. 2The Customer Success Manager
  3. 3The Loyalty Director