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Collections Blueprint

Work delivered, invoice sent, and then… nothing. Nobody followed up, and six weeks later it's an awkward call to a client who's moved on. This blueprint chases every overdue invoice for you — escalating by how late and how large it is, assigning a collections owner, and stopping the instant payment lands. You stop being the bad guy who has to ask.

This ready-made workflow chases unpaid invoices for you: a polite WhatsApp reminder when the invoice is overdue, a firmer one with an owner at day 7, the account manager told at day 14, and a final notice at day 21. It stops the moment the payment comes in.
AUTOMATION FLOW

How the blueprint works

Trigger
Invoice becomes overdue
Step 1
An invoice crosses its due date
Step 2
Day 3 → OONH sends a gentle reminder by email or WhatsApp
Step 3
Day 7 → a firmer reminder goes out and a collections owner is assigned
Step 4
Day 14 → the account manager is escalated to
Step 5
Day 21 → a final notice plus a management alert (severity scales with the amount)
Step 6
The moment payment is received, the whole chain stops

Expected Result

Overdue invoices chase themselves, politely, on a schedule — and stop the instant payment lands.

OTHER BLUEPRINTS
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Bring one real case — a stuck invoice, a dropped lead — and we build this workflow live on your data. Founder-led, no self-serve signup.