Fease can automatically send follow-up communication to debtors on your behalf, based on the number of days outstanding on each follow-up action. This article explains when automatic communication is sent, what can prevent it, and what to do if you have recently enabled automation.

Fease > Workflow > Automation

When does Fease automatically send communication?

If your automation is set to enabled, Fease will automatically send out your follow-up actions without any manual intervention. Fease tracks the number of days outstanding from the date the invoice was issued and sends communication once the Days Outstanding threshold set on each follow-up action is reached.

For example, if invoices are issued on the first of the month, Fease begins tracking from that date. If no payment is received, the debtor will automatically receive an email or SMS after the number of days specified on the follow-up action — such as 15, 31, 45, 60, or 90 days after the invoice was issued.

What can prevent automatic communication from being sent?

Even if your overall automation is enabled, communication will not be sent automatically if the automatic setting on a specific follow-up action has been disabled. A disabled follow-up action is indicated by an orange button. In this case, that particular follow-up action will need to be sent out manually until the setting is re-enabled.

Always check that both your overall automation and the individual follow-up action settings are enabled to ensure communication goes out as expected.

What happens if I enable automation for the first time or after a period of it being disabled?

If your automation was previously disabled and there are already debtor accounts sitting within a follow-up action, enabling automation will not immediately trigger communication for those accounts. Fease will only begin sending automatically from the next month onwards.

In this case, it is recommended to send communication to those accounts manually to ensure timely and accurate follow-ups. From the following month, no manual intervention will be needed and Fease will handle communication automatically going forward.

Frequently asked questions

When does Fease send out automatic communication?

Fease sends communication automatically once the number of days outstanding on a follow-up action is reached, calculated from the date the invoice was issued. This only happens if both your overall automation and the specific follow-up action are set to enabled.

Why is Fease not sending out communication automatically?

Check two things: first, that your overall automation is set to enabled; second, that the specific follow-up action is not showing an orange (disabled) button. Both need to be enabled for communication to go out automatically.

What does the orange button on a follow-up action mean?

An orange button indicates that the automatic setting for that specific follow-up action has been disabled. Even if your overall automation is enabled, communication for that action will not be sent automatically until the button is re-enabled.

I just enabled automation but accounts are not receiving communication — why?

If automation was previously disabled and accounts were already sitting in follow-up actions when you enabled it, Fease will only begin sending automatically from the next month. It is recommended to send communication to those accounts manually in the meantime to avoid any gaps in your follow-up process.

How does Fease calculate when to send communication?

Fease calculates days outstanding from the date the invoice was issued. Once the number of days set on a follow-up action is reached and no payment has been made, the debtor will automatically receive the configured email or SMS.