Plan: Available on every plan including trial (Starter).
Enrolment is the bridge between “on the book” and “on the ladder”. An invoice can sit as Not chasing until you (or your default rules) put it on a sequence.
Before you enrol
- Go Live is complete.
- Debtor is not on Never chase.
- Invoice is open with a due date and contact email when you expect email delivery.
- A sequence with at least one step exists (Standard is fine).
Enrol from the invoice
- Open the invoice detail.
- If the header shows Not Chasing / on the book but not automatic, use the chasing / enrol control offered on that screen (or assign the sequence your workspace uses as default for new invoices).
- Confirm the sequence name (Standard, Gentle, Firm-But-Fair, or custom).
- Save. Status should move toward Chasing when eligible, and Next action on the list will show the upcoming step.
New invoices can start on the default sequence when that Reminders option is enabled (“New invoices start on this sequence”).
After enrolment
Nothing fires instantly unless a step is due at the current run. Wait for Next run, subject to quiet hours. Firm/Final may sit in Approvals first.
What this does not do
- Enrolment does not bypass dispute or promise holds.
- It does not guarantee SMS delivery; rely on email at launch.
- It does not enrol archived or paid invoices usefully — fix status first.