Preventive collections dashboard
The biggest revenue leak is not the customer who leaves: it is the charge that fails in silence. Pick a customer to see the notice they would get, or run the scheduler cycle.
Customers
6
Notices due today
5
Alerts queued
0
High priority
0
Recurring-payment roster
Each customer decides which channels their notices go out on.
| Customer | Amount | Channels | Rule today |
|---|---|---|---|
| C-204 The last charge was declined | COP 80,000 | Charge declined | |
| C-118 The subscription expired 1 day ago | COP 128,000 | Subscription expired | |
| C-377 The card expires in 5 days | COP 64,000 | WhatsAppEmail | Card expiring |
| C-090 The last charge was declined | COP 160,000 | Charge declined | |
| C-251 | COP 96,000 | Up to date | |
| C-432 The subscription expired 2 days ago | COP 48,000 | WhatsAppEmail | Subscription expired |
Message that would go out
The same event reads differently per channel: WhatsApp gets to the point and carries no subject; email has a subject line and a sign-off.
Charge declinedHigh
WhatsApp does not use a subject line.
Hi Ana Restrepo, we tried to charge your plan COP 80,000 and the payment was declined. Update your payment method so you do not lose the service.
Would queue 7 messages — one per channel of every customer with an active rule.
Delivery queue
What a worker would hand over to WhatsApp or the email provider.
The queue is empty. Run the cycle to fill it.