A cadence is a series of communication rules that can be used to trigger emails, SMS, letters and call reminders based off the age, status or balance of customers and invoices. Each step in a cadence is completely customizable and can be configured to be sent automatically or only after approval. You can choose one of our pre-written cadences to edit or create your own.
Cadences can be assigned to a customers and/or to invoices. Applying a cadence to a customer will automatically assign all current and new invoices for that customer to the selected cadence. Cadences for customers and invoices can changed or removed at anytime, paid invoices are removed from a cadence automatically
Learn more about cadences in our Cadence Setup Guide
Start customizing your cadences by clicking on your initials in the lower left corner then Settings > Cadences