Set Up Automation Rules (Cadences)

A cadence is a series of communication rules used to trigger emails, SMS, letters, and call reminders based on 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 customers and to invoices. Applying a cadence to a customer automatically assigns all current and new invoices for that customer to the selected cadence. You can change or remove customer and invoice cadences at any time. Paid invoices are automatically removed from a cadence.

For instructions on creating and editing cadences, refer to Cadences.

Next: Assign Cadences