How do payment reminder suggestions from the business agent work?

When the business agent's Payment reminder suggestions job is on, it looks at overdue invoices every day and suggests a reminder for each one. A suggestion never sends anything. A person approves it, then sends the reminder from the invoice.

  • L2 · Explanation
  • WhereAll countries
  • WhoOwner, Editor
  • PlanBasic and up
  • Timeabout 1 min

Where do suggestions appear?

On the Agent activity page, under Approvals, in Needs review. Press Show suggestions. Each one shows Payment reminder · invoice, who it is To, the Outstanding amount, how many days it is overdue and the Suggested wording.

Where does the wording come from?

  • "Wording suggested by the AI; amounts and dates filled in from the invoice.", or
  • "Standard wording; amounts and dates filled in from the invoice." when Reminder wording is Standard · no AI spend or the allowance is used up.

The amounts and dates always come from the invoice itself.

What happens when I approve?

Press Approve suggestion. Deline says "Approved. Nothing was sent." and offers Open invoice to send. "Send the reminder from the invoice; it asks for its own confirmation." Dismiss drops the suggestion. A suggestion you don't decide on Expires after a while.

Who can decide?

"Someone who can issue invoices decides on this." Others can see the suggestion but not approve or dismiss it.

If something goes wrong

  • "We could not confirm your decision. Trying again records the same decision once."
  • Nothing waiting for review: there are no overdue invoices to suggest for, or the job is off in Settings → Your agent.

Explanation written from the Deline app's own screens and texts (build eba146497 (Deline cf723fe1f)); it has no steps to check.