In the structure of your workflow, you have the option of choosing the logic of your first action. This will determine which workflow action your customer will enter according to the due date of their oldest invoice.

In this short 2-min video, you're going to learn that for a Standard logic:

  • all actions planned before the due date will be expired when the carrying invoice is due

  • all actions planned after the due date will never expire.

While for a Contextual one:

  • an action expires when the next one is triggered

  • a manual action will disappear if the next one is an automatic email

Contact us if you have any questions!

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