Balance Due Bot

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Want to Experience What FixYourFunnel Can Do for Your Business?

See How FixYourFunnel Works: Text DEMO to (760) 621-8199

What is the Balance Due Bot?

The Balance Due Bot will determine the total due on existing invoices for a given time range on a contact record and save the value to the contact record.

Optionally a tag may be applied if the value is greater than a target amount. (How would this be beneficial?)

Balance due is displayed as a positive number with this bot.

How Folks Are Using the Balance Due Bot

Notify Team of Outstanding Balances

Run a monthly action to determine any contacts with balance due and send a slack notification using the Slack Bot to notify a team member of a balance needing a resolution.

Notify Contacts of Balance

Use a dynamic billing process to merge in the amount owed by a contact into an email so they can know exactly how much they are behind on their bill. Great for companies with multiple price points on their subscriptions.

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