Why no follow-up was sent
Check due date, balance, contact, and blockers to explain why no communication was sent.
Updated
In short
No follow-up does not always mean an error. The agent waits when there is no due balance, a contact is missing, a promise or pause is active, or a task needs a decision. Open the account, check invoices and the next communication, then resolve the displayed cause instead of forcing a send.
Expected result
You see either a coherent next communication or the blocker preventing the agent from scheduling it.
Before you start
- Choose an account with an invoice you expect to qualify for follow-up.
- Locate its due date and actual remaining balance.
Procedure
- Open the account and confirm an unpaid or partly paid invoice has reached its due date.
- Check that an active contact has a usable email address.
- Review collection state, payment promises, and open tasks.
- Look at scheduled communications and the organization’s first-reminder delay.
- Correct missing data or resolve the task, then let the agent recalculate its plan.
What Billabex does
The agent schedules on business days and considers invoice age, balance, prior exchanges, and case safeguards. An unresolved human decision takes priority over a theoretical cadence.
If the result is not what you expected
- A future-due invoice may receive a preventive reminder but not an immediate overdue follow-up.
- A hard bounce invalidates the contact and can open a task before another attempt.
- If no reason appears after refresh, give support the account, invoice, and expected time.