Harber Industries Ask colleague to chase $920.00 In 1 hour Auto approved
Weissnat Consulting Send invoice $83,234.00 In 1 hour Auto approved
Dylan Soffstik Finance manager escalation $12,450.00 In 2 hours Auto approved
Red Rock Diner Send thank you $4,870.25 In 3 hours Auto approved
Chen Logistics Find a new contact $150.00 In 3 hours Auto approved

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Hi, I need a hand with this one. Are you happy for me to escalate?
Customer: Weissnat Consulting

Hi, I'm not sure the usage is correct on this invoice. Please could you send over the calculations?

Invoice query created

Hi Sarah, of course. I've attached the detailed calculations now. Is this all now in order?

Ok yes that's all correct actually. Sorry about the delay. This will be in our payment run next Monday.

Promise to pay created

Thanks for confirming you'll be paying the balance of $1,350 on Monday 20th. Please don't forget to include the invoice reference #1067. I'll check back if we have any issues finding the payment!

Customer name Tags Summary Balance Overdue Days overdue Next action
Harber Industries
Major customer +1
Customer has promised to pay the $4,400.00 balance but also requested more time without a specific date commitment. Sent follow-up on Feb 28. $4,400.00 $4,190.00 63 days
Reply to messageIn 1 hour
Frances Grassarts
Late payer +1
Customer has gone overdue since disputing a per-unit rate difference ($28 vs agreed $24) on the March invoice. Escalated to account manager on Mar 3. $4,380.00 $4,170.53 47 days
Extra overdue noticeIn 6 hours
Weissnat Consulting
Major customer Old account +4
Paying to old bank account — funds are being redirected. Customer notified on Mar 1 and asked to update payment details immediately. $3,179.53 $3,179.53 24 days
Reply to messageIn 1 day
Red Rock Diner
Major customer +1
Customer remains 32 days overdue with no paper invoices and I plan to send an internal contact on the account to push for resolution before month-end. $1,485.00 $1,485.00 32 days
Find new contactIn 1 day
Dylan Soffstik
Late payer +1
Invoice sent on Feb 20th once approved. Due email reminder on February 20th once approved. $2,060.00 $0.00 -8 days
Request remittance infoIn 2 days

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