AutoArchWorkflowsWF-13

Payment follow-up

Nobody wants to make that phone call.

HUMAN STEPS
1
AUTOMATED
4
RECLAIMED
~6 hrs/month

WF-13 — Payment follow-up. 1 human step, 4 automated steps, about 6 hours a month reclaimed.

  1. Step 1. Invoice passes due (TALLY)
  2. Step 2. Check for part payment and TDS deducted
  3. Step 3. Send a professional reminder (EMAIL + WHATSAPP)
  4. Step 4. Record every contact
  5. Step 5. Payment record + audit line (TALLY)

Risk points in this workflow:

  • Materially overdue. Money owed past a point is not a follow-up problem any more, and a partner needs to know.

Steps you still do:

  • Decide the position

What it actually does

  1. 01Invoice passes due
  2. 02Check for part payment and TDS deducted
  3. 03Send a professional reminder
  4. 04Record every contact
  5. 05Payment record + audit line

The risk this covers

Materially overdue

Money owed past a point is not a follow-up problem any more, and a partner needs to know.

What you still do

  • Decide the positionEscalate, or hold drawings

Everything else runs without you.

All fifteen workflows →
WORKFLOW
WF-13
BAND
ENTRY
REV
01