Put a Customer AUTOMATICALLY On Hold

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Posted on by J.Jegathees

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Hello everyone,

I recently encountered a situation where I needed to address overdue customer invoices. I'm aware of using a collection letter sequence, but I'm curious if there are alternative methods to handle this. Let me provide an example:

Suppose we have customer invoices that are overdue by more than 30 days. In such cases, our system needs to take automatic action, like blocking accounts with open invoices that have been overdue for more than 30 days.

I'm seeking insights and suggestions on approaches beyond the collection letter sequence to achieve this. If anyone has experience or advice to share, I would greatly appreciate it.

Thank you in advance for your assistance!