I would like to know if its possible to have Method CRM automatically email out a series of reminder emails to customers that are overdue on invoices? For instance, on the day any particular invoice is 5 days past due, an email is triggered, with a particular message, and sent to the billing contact on file. And then to have this same action repeated, with a different message on the day the invoice is 30 days past due, 60 days past due, etc. If this is possible, how would i go about achieving it?
Also, on this same issue, is it possible to have reminder emails/activity sent to the credit manager of my company on certain days (invoice is 20 days past due, 40 days, etc) so that they know when to call a particular customer.
I know all of this can be done manually by pulling reports of past due invoices and sending emails, but i'm hoping i can set up some templates and actions and have this done automatically in the background. Please advise.