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Client loginUser guideالعربية Amman, Jordan[email protected]+962 795 900 124

Getting started

Collection autopilot

Set the rule once, and Flowrica chases late customers for you: for example a polite reminder after 15 days late, a firmer one after 30, and after 45 days she tells you instead. She stops the moment the customer pays and never sends the same step twice. It is off until you switch it on.

Where

Flowrica › Collection autopilot

Who

Whoever may send invoices and use Flowrica. The reminders go in the name of the person who saved the rule, to the invoices that person may see.
1
Open Collection autopilot. Under The rule, give each step its days late and what to do: A polite reminder, A firmer reminder, A final reminder or Tell me.
2
Choose Send by, email or WhatsApp, tick On and press Save. Each reminder carries the company's own ways to pay where it has them: the card pay page, the eFAWATEERcom bill and the CliQ alias.
Collection autopilot: the rule, its steps and what the next run would do
3
What the next run would do lists each late customer, its days late and its next step. Press Pause beside a customer you are already talking to; Resume puts it back.
What the next run would do: each late customer, its days late, its next step, and Pause or Resume
4
The last messages shows what was sent, to whom and by what. Once a week the bell brings you a summary: how many reminders went, how many were left to you and how many customers paid.
A WhatsApp message reaches a customer only when that customer wrote to the company on WhatsApp in the last 24 hours; otherwise it is kept as not sent, with the reason.

Questions

Where is “Collection autopilot” in Zyntra OS?

Flowrica › Collection autopilot

Who can use “Collection autopilot”?

Whoever may send invoices and use Flowrica. The reminders go in the name of the person who saved the rule, to the invoices that person may see.