Michael Stephen
I design standout websites and automate workflows that win
New to Contra
Michael is building their profile!
Clean, stylish flyer showcasing premium fashion pieces with a modern layout and clear brand identity
1
16
This workflow automation streamlines the entire accounts receivable and collections process. Once a deal stage is updated, it automatically creates a sales invoice in Xero and tracks payment status through conditional paths. If payment is overdue, the system sends automated reminders and progressively escalates follow-ups. At 30+ days overdue, it triggers urgent reminders, and at 60+ days, it routes the case to collections to ensure nothing is missed. This automation reduces manual work, speeds up recovery, improves cash flow, and ensures customers are consistently and professionally reminded — all through a clearly structured and fully automated process.
1
2
24