Build and activate a sequence
Reuse a planned series of reminders across invoices.
Create a sequence
Open Follow-up sequences → Create sequence. Choose a preset, start from scratch or describe a sequence with AI.
Review:
- Steps: due-date offsets in order; staff review must be last.
- Message type: Template sends its saved wording automatically when eligible. AI-assisted steps wait for approval.
- Delivery: connected mailbox, timezone, sending days, local sending window and minimum interval.
- Limits: the maximum number of reminders.
Example: -3 means three days before due; 0 means on the due date; 3 means three days overdue.
Working-day and sending-window rules may move actual times.
Activate on an invoice
Open Invoice → Follow-ups, choose the sequence, preview the dates and activate it. Only eligible open or partially paid invoices without a collection hold can start automation. Steps already in the past at activation are skipped—not sent in a burst.
Change or stop it
- Pause: stop pending collection while you review the situation. A reason is required.
- Resume: use the invoice controls after fixing the issue. Current eligibility and access still apply.
- Cancel: end this run permanently.
Editing a sequence publishes a new version. Already-attached invoices keep their chosen version. Disabling a sequence blocks sending across its versions.
Next: Check Upcoming follow-ups.