Handling clients with significantly overdue balances can prove to be quite a challenge, particularly when it impacts your anticipated revenue for a specific timeframe. That's where our latest billing automation feature comes into play. We are adding a new feature that enables you to set up automated actions when a past-due balance is detected, filtering clients who are past due and have active subscriptions, specifically focusing on the crucial 14, 30 days thresholds
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It is designed to filter customers who are both past due and maintain at least one active subscription.
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The first step in the automation process involves a 14 day threshold. The system checks whether the customer's past due status exactly matches 14 days. If this condition is met, the automation process is initiated. This means that if a customer's account is 14 days past due, the system will take selected automation action.
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If the 14 day validation does not align with the customer's past-due status, the system proceeds to check for the 30 day threshold. If the customer's past-due status is valid at 30 days, the automation is activated. It signifies that the system recognizes the customer's prolonged unpaid balance and initiates automation action.
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Here's how to set up this automation:
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Step 1) On the left menu, select the Automation tab and then click on Automation Management. Click the New Automation button.

Step 2) Choose the Fit Pro Tracker as the source option. Move to the following tab and opt for Customer. For the trigger selection, choose the option With past due balance (14, 30 days).
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Step 3) Click on the button Add Action and then choose your desired action from the dropdown menu.

Step 4) Click the blue save icon and then click the Save Automation button.

Note:
In order for the 14 or 30-day past-due conditions to be met, the past-due status must remain continuous. This implies that the customer's account must maintain a negative balance without any positive fluctuations during that specified period.
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By implementing a well-defined billing automation system, companies can not only orgamize their billing processes but also enhance their overall financial health, ensuring that past-due balances are addressed promptly and efficiently. This ultimately leads to improved customer satisfaction and sustained business growth.