Workflow 2 of 6
Payment Recovery
Every morning at 10:00 the suite scans unpaid invoices and routes each one into an escalation stage based on how late it is. Email first, WhatsApp second, partner call when it goes past 30 days.
Trigger: Schedule - daily 10:00 AM
Gentle
1 - 7 days
Firm
8 - 15 days
Final notice
16 - 30 days
Partner escalation
30+ days
Today's overdue book
₹3.15 L outstanding across 4 invoices
| Invoice | Client | Amount due | Days overdue | Stage |
|---|---|---|---|---|
| SS/26-27/0131 | Mehta Textiles | ₹42,500 | 3 | Gentle |
| SS/26-27/0117 | Patel Foods LLP | ₹1,18,000 | 12 | Firm |
| SS/26-27/0098 | Joshi Engineering | ₹64,000 | 25 | Final notice |
| SS/26-27/0072 | Verma Retail Pvt Ltd | ₹91,000 | 47 | Partner escalation |
Idle
Daily 10:00 Overdue Check
Fetch Overdue Invoices
Escalation Stage by Days Overdue
Gentle (up to 7 days)[daysOverdue <= 7]
Reminder Email
WhatsApp Reminder
Firm (8 to 15 days)[daysOverdue <= 15]
Reminder Email
WhatsApp Reminder
Final notice (16 to 30 days)[daysOverdue <= 30]
Final Notice
WhatsApp Reminder
Escalate (over 30 days)[fallback]
Escalate to Partner (Internal)
Update Reminder Count in Register
Emails, alerts and logs
Nothing sent yet. Press Run to watch the workflow execute.
WhatsApp to clients
SCSoftSync CA FirmWhatsApp Business · outbox
Run the workflow to see WhatsApp messages go out.