Cadences are used to automate and streamline communication with customers about payment reminders, payment confirmations, and other payment-related issues. Keeping reading to learn more about how to manage cadences efficiently with Cadence Assignment Priority.
- Cadences can be assigned manually or automatically. Cadence assignment rules allow you to automatically assign cadences to invoices or customers that meet a defined set of conditions.
- If you assign the cadence to the customer manually, all invoices that are associated with the specific customer will automatically be assigned to the cadence as well.
- If a cadence was assigned to a customer or invoice manually, it is not subject to the cadence assignment rule anymore. For example, if you manually assign Cadence A to Invoice XYZ in the amount of $100, and later you create a cadence assignment rule to assign Cadence B to all invoices with a balance greater than $99, Invoice XYZ will remain with Cadence A because the cadence was assigned manually.
- If you have a customer or invoice that has two or more cadence assignment rules, the customer/invoice object will be applied to the cadence based on a most recent Cadence Assignment Rule.
- Invoice-level cadence assignment rules will assign a cadence to an invoice even if a customer does not have a cadence assigned.
- Cadence assignment rules apply cadences to customers/invoices that are already available in the system and to the objects that will be created afterward if they meet cadence assignment rule criteria.
Updated 4 months ago