Proposal Summary
Magswitch would like to implement Automated AR Collections Email
Requirement
Magswitch wants to automate a workflow that will send customers an email reminder to pay their bills at 31, 61, and 91 days. Magswitch already created email templates that they send manually but they would like to have the emails automatically sent to the customers.
This is for specific invoices only. Need to send a reminder to the customer when their invoices are 31, 61, and 90+ days past due.
Our Solution
The requirement can be achieved by creating the scheduled workflow that can be scheduled daily at 10.00 am.
The workflow will find the all the Open invoices of the Active customers that satisfies either of the following criteria
- Overdue for 31 days Or
- Overdue for 61 days Or
- Overdue days greater than or equal to 91 days
And workflow will send a Reminder Email to the customer’s email address for each invoices separately along with the Invoice PDF by using the MTE – 60+ Days Overdue (English) email template
Note
- If an invoice becomes due for more than 90 days, then the remainder will be sent to the customer daily until it gets paid.
- Customers will get separately email reminders for each invoice
- Will consider only the invoices of active customers
Risks
- We found only a single template in Production related to Invoice Reminder. So we have considered a single scheduled workflow that will handle all the overdue invoices. So the template will be the same for all invoices reminders.