Invoice Follow-up Delegation
Assign overdue invoices to team members so they can follow up with customers without seeing your entire accounting system
Available for Standard plan only
Beta Feature
Invoice Follow-up Delegation is currently in beta. While we've tested it extensively, you may encounter occasional issues as we continue to refine the service. To enable this experimental feature, please contact our support team who will guide you through the setup process and provide additional support.
Overview
The Invoice Follow-up Delegation add-on allows you to assign overdue invoices to specific team members for follow-up without giving them access to your entire accounting system. This accelerates your cash flow by ensuring timely follow-ups while maintaining control over who can see your sensitive financial data.
Features
Assign specific invoices to team members for follow-up
Team members can see only invoices assigned to them, not your entire financial system
Track progress with status updates (Todo, In Progress, Done)
Maintain full visibility of who's responsible for each invoice
Accelerate payment collection through clear accountability
Secure, role-based permissions system
How It Works
Assignment Process
- Identify Overdue Invoices: Administrators view invoices requiring follow-up
- Delegate: Assign invoices to specific team members
- Status Tracking: Team members update the status as they follow up
- Completion: Mark invoices as done when payment is received
Role-Based Access
Administrators can view all invoices and create assignments
Team members can only see and update invoices assigned to them
Status workflow provides visibility and accountability
Business Benefits
Accelerated Cash Flow
Get paid faster by ensuring timely follow-ups on overdue invoices
Clear Accountability
Know exactly who's responsible for following up on each invoice
Data Security
Maintain control over sensitive financial information while enabling delegation
Improved Team Collaboration
Create a structured approach to invoice follow-ups across your team