Smart Chasing cadence steps
When a customer has multiple invoices, if oldest invoice is paid, the next step in the cadence should be re-assigned to the appropriate step depending on how past due that next invoice is
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03 Aug, '20
Roberta PiketHighlighted comment
This would be a great option. I can see how some users might prefer that the current cadence continue, but in many cases a better option is to apply the appropriate the cadence again for the next invoice. So being able to choose would be ideal. -
06 Oct, '20
David EI like this idea. Cadences are great, but still a bit limited. This would work really well for b2b where customers often stretch out invoices and have multiples.
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02 Apr, '21
Daniel CarrionThis along with the inconsistent aproach to chasing AutoPay and non AutoPay customers has been plaguing us.
This reset would help us for NET 30 customers that are hit the middle step, then pay, but have another invoice that's been generated. They never get the first step for that new invoice. -
03 Nov, '22
Glenn LifrieriI also think it would be a great enhancement to chasing, if it would re-assign to the appropriate step in the cadence for the next past due invoice after the oldest invoice is paid.
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24 Jun, '24
Carrie CartlidgeI'm upvoting this one. I just realized that this wasn't standard, and it's a bit daunting to find the accounts and reassign steps as necessary.