Pause, Accelerate, or Resume an Action - Billabex

Pause, Accelerate, or Resume an Action

In some situations, you may want to adjust a scheduled follow-up (date, content, recipients) or temporarily suspend tracking for a customer account.

Edit the date or content of an upcoming follow-up

You can adjust an upcoming follow-up directly from the platform.

From the Communications menu
or
From a customer account > Communications tab
1. Open the scheduled follow-up
2. Click Edit next to the subject
3. Modify the necessary information:
  1. Send date and time
  2. Recipients (existing contacts only)
  3. Message content
4. Click Edit to confirm
Info
Only contacts already added to the account can be selected. If needed, add them from the Details tab > Add a contact.

Pause follow-ups for an account

You can suspend all upcoming communications for a specific account.

Steps:

1. Go to the Accounts
 menu
2. Select the relevant account
3. Click Options > Pause follow-ups

Info
The AI agent immediately pauses the follow-up plan for the account. A persistent information banner is displayed at the top of the account page.

Resume follow-ups for an account

Once follow-ups are paused, two actions can resume tracking:
  1. Click Resume follow-ups from the account page
  2. Import a new invoice or credit note, which automatically reactivates the follow-up plan

Info
If the outstanding balance is zero (e.g., all invoices are settled), no follow-up plan is active. Only accounts with a positive outstanding balance are tracked.

What the AI agent does not handle

The AI agent does not allow you to schedule internal reminders or follow-ups "for later" without explicit action on your part. For example:

  1. Scheduling a reminder to "contact the customer in 2 weeks"
  2. Notifying a team member on a specific date