Help & FAQs | Managing Follow-ups

Managing Follow-ups
Managing Follow-ups
How do I edit a scheduled follow-up? You can change the date, recipients, or content of any scheduled follow-up from the Communications menu (step-by-step guide). Can I follow up with multiple contacts for the same account? Yes. The AI agent follows ...
Billabex Glossary
AI Agent An intelligent assistant built into Billabex. It analyzes invoices, creates follow-up plans, communicates with debtors, and automatically generates tasks or alerts when needed. Credit Note A credit reducing the remaining balance owed by a ...

Help & FAQs | Managing Follow-ups | Help Center