Payment Plan Setup & Monitoring
Sets up installment plans, sends reminders before each date, tracks payments, alerts on misses
What This Automation Does
How It Works
Plan Created
Installment plan details entered
Confirmation
Schedule, amounts, due dates, payment link
Tag
'payment-plan-active'
Installment Reminder
3 days before: '${{amount}} due {{date}}. Pay: {{link}}'
Paid?
Check after due date
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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