When the agent starts and schedules a follow-up

In short

The agent starts when an account has a positive balance, a usable due date, and at least one valid email contact. It applies the organization’s initial delay, schedules on business days, and considers recent communications. A pause, validation task, promise, or missing date blocks or delays generation rather than producing a message at any cost.

Expected result

The scheduled date is explainable from due date, initial delay, calendar, and account state.

Before you start

• Locate the nearest relevant due date and first-follow-up delay.
• Confirm an active contact has an email and language.

Procedure

1. Open the account summary and identify collection state.
2. Check balance, due dates, and communications already sent.
3. Review selected contacts and any active pause, promise, or task.
4. Open the next communication to read its localized scheduled date.
5. After context changes, wait for regeneration instead of applying a fixed cadence yourself.

What Billabex does

The workflow rechecks live invoices before creating an email. Scheduling is at least one business day ahead and may move for a known absence or payment promise.

If the result is not what you expected

• Without a usable date, Billabex can pause the account and open a task.
• An active eligibility-approval task prevents generation until resolved.
• For an unexpected date, record due dates, contact country, and latest exchange for support.