Balance Due Bot
Want to Experience What FixYourFunnel Can Do for Your Business?See How FixYourFunnel Works: Tap to text DEMO to (760) 621-8199
Want to Experience What FixYourFunnel Can Do for Your Business?
See How FixYourFunnel Works: Text DEMO to (760) 621-8199
What is the Balance Due Bot?
The Balance Due Bot will determine the total due on existing invoices for a given time range on a contact record and save the value to the contact record.
Optionally a tag may be applied if the value is greater than a target amount. (How would this be beneficial?)
Balance due is displayed as a positive number with this bot.
How Folks Are Using the Balance Due BotNotify Team of Outstanding Balances
Run a monthly action to determine any contacts with balance due and send a slack notification using the Slack Bot to notify a team member of a balance needing a resolution.Notify Contacts of Balance
Use a dynamic billing process to merge in the amount owed by a contact into an email so they can know exactly how much they are behind on their bill. Great for companies with multiple price points on their subscriptions.
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