Multi-step reminder sequences
Design reminder cadences that escalate over time — gentle nudge at 3 days, firmer at 14, final notice at 30. Fully configurable per workspace.
Let your CRM chase overdue invoices for you.
Build automated reminder sequences with escalation rules, approval gates, and timing you control. Track payment status, payment failures, and dispute activity in one place.
Collections & Receivables
What's included
Approval gates on escalations
Require team approval before the tone escalates or an account goes to collections. Keep your brand voice consistent.
Real-time payment status
See invoice state, payment attempts, ACH settlement, and payment failures without leaving the CRM. No context-switching to Stripe.
Auto-pause on payment
When an invoice gets paid, reminder sequences stop automatically. No awkward "please pay" emails after the money has already arrived.
Dispute and refund tracking
Track chargebacks and refund activity alongside the client record. Full payment history is always one click away.
Receivables dashboard
See aging balances across clients at a glance. Know who owes you what — and how long they have owed it — without building a spreadsheet.
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Frequently asked questions
Can Ratio chase overdue invoices automatically?
Yes. Build multi-step reminder sequences with escalation rules. Send a gentle nudge at 3 days, firmer at 14, final notice at 30 — fully configurable per workspace.
Do reminder sequences stop automatically when an invoice is paid?
Yes. When an invoice gets paid, the sequence stops. No awkward "please pay" emails after the money has already arrived.
Can I require approval before escalating a collections sequence?
Yes. Add approval gates to pause a sequence before escalation or before sending sensitive messages. Keep your brand voice consistent across your team.
Does Ratio track payment failures and disputes?
Yes. Failed charges, chargebacks, and refund activity surface on the client record in real time. You see the payment status the moment Stripe does.
Where do I see who owes me money at a glance?
The receivables dashboard shows aging balances across all clients. Know who owes what and how long they have owed it, without building a spreadsheet.