Workflow Filters
Advanced filters for workflows including customer groups, invoices, payments, payment plans, payouts, emails, and contacts.
6 articles
- Workflow Filters - Customer & GroupTarget workflows at customer or group level to manage balances, escalate chasing, and personalise communication.
- Workflow Filters – PayoutsAutomate reconciliation of outgoing payouts to review provider settlements and fees.
- Workflow Filters – Emails, PersonReact to incoming emails and route communication to the right contacts automatically.
- Workflow Filters – Payment Plans & Promise to PayAutomate workflows for instalments and payment commitments to reduce defaults and improve collection outcomes.
- Workflow Filters – Payments (PSP) & Payments (ERP)Use Payment filters to track PSP transactions and ERP-recorded payments for retries, allocations, and reconciliation.
- Workflow Filters – Invoice & Credit NoteManage invoices and credits in workflows to keep balances accurate and escalate reminders effectively.