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AccuLynx: Outstanding Balance Chaser

Find every open job with an outstanding balance and email the homeowner a polite payment reminder referencing the contract amount, what's been paid, and what's still owed. Fully-paid jobs are skipped automatically.

acculynxroofingbilling

Find every open job with an outstanding balance and email the homeowner a polite payment reminder referencing the contract amount, what's been paid, and what's still owed. Fully-paid jobs are skipped automatically.

Steps
1
List Jobs With Approved or Invoiced Status
ACCULYNX
2
For Each Job
For Each
3
Get Financials
ACCULYNX
4
Has Balance Due?
CONDITION
5
Get Job
ACCULYNX
6
Send Balance Reminder
Send Email

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