Schedule new dunning action modal.
Hi!
Shot #4 for the Upflow Series.
When building a dunning plan to remind your customer to pay, you need to set up a few options like. Here are the several steps to add a new action to a plan.
---------- Reminder ----------
Upflow is a simple, smart, and unified platform powering better receivables for B2B businesses.
Dunning plans, automatic reconciliation, and real-time view of your financial performance: Upflow puts your finance, sales, and executive teams in control of their business's financial health.
It was a challenging project, addressing a range of customers that were still doing everything manually, so a lot of flow to create.
By the way, they're hiring:
https://upflow.homerun.co
https://upflow.io/
(and someone told me they were looking for a Product Designer)