The daily action queue
The Today page ranks open invoices by a 0–100 score: days overdue, balance, broken promises, time since the last contact, open disputes and the follow-up date you planned.
Click “Why this priority?” to see every point of the score. The button next to each invoice is the recommended action: remind, call, check a promised payment, resolve a dispute or escalate.
Invoices waiting for a promised payment drop down the list until the promised date.
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