Happy Business Starts Here

Communications filter for overdue invoices.

From Patrick Hughes at Autotask:


We want to send past due invoices ONLY to customers who have JUST a June invoice outstanding. Basically, we invoice all of our customers on the 1st of every month with due upon receipt terms and I’d like to send a past due invoice notification 10 days later (which Zuora obviously does already), but I’d like to EXCLUDE anyone with a previous invoice already past due as they are already getting overdue notices and disconnect threats from our CRM at that point so its needless peppering that often just pisses off the customer further.