What is the Actions list?

The Actions list provides is an intelligently-ordered and actionable workflow tool to help you get paid. The Actions list highlights the customers and invoices that pose the biggest risk to the business, and then provides you with the relevant information and tools to manage your accounts receivables process and help get your invoices paid. 

How does it actually work?

We're aware that some of you would love to know what goes on behind the scenes so read on for more information.

At a very basic level, the Actions list will order invoices by amount outstanding multiplied by days overdue, but this calculation will be superseded by the various issue or action categories that Fluidly uses. These are as follows:

  • Scheduled calls
  • Disputed customers or invoices
  • Past payment promised dates
  • Email bounces
  • Invalid contact
  • Overdue invoices

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