DEMO DATA Fictional workspace — no emails or integrations are used
Chasd.

DEMO CONFIGURATION

Chasing sequence

Set when each reminder is due and what it says. Replies, disputes, bounces and Xero-confirmed payment still stop the sequence.

Approval mode is active

Every generated email waits for an owner or admin. This demo never sends email.

Changes persist in this browser only. New reminders start off so you can review them before enabling.

Sequence steps

4 configured · 4 active

01Friendly reminderActiveDay 1Quick reminder — invoice {{invoice_number}}

Available fields: {{first_name}}, {{invoice_number}}, {{amount_due}}, {{due_date}}, {{signature}}.

02Payment date requestedActiveDay 7Payment date needed — invoice {{invoice_number}}

Available fields: {{first_name}}, {{invoice_number}}, {{amount_due}}, {{due_date}}, {{signature}}.

03Firm follow-upActiveDay 14Overdue invoice {{invoice_number}} — update required

Available fields: {{first_name}}, {{invoice_number}}, {{amount_due}}, {{due_date}}, {{signature}}.

04Manual escalationActiveDay 30Automated chasing stops. Review the case and decide the next action.
Add reminder

New reminders start off. Save, review the step, then enable it when ready.