Chase unpaid invoices without chasing them

Step 10 of 13

10 / 13

Dry run, then activate

Before going live, change every recipient to your own address and run the workflow once. Read all three emails as if you were the client.

Then restore the real recipients, put the schedule back to daily, and toggle Active.

Watch out
Test with your own address first, every time. A reminder sent to a real client with a broken merge field is not something you can take back.
Checkpoint
You have read all three emails yourself and the workflow is Active on a daily schedule.