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Private pilot

Revenue follow-up

Payment Reminders

Keep follow-up consistent while the owner controls tone and timing.

WHAT IT DOES

Prepares controlled reminders for invoices the business marks as outstanding.

  • Outstanding-item queue
  • Approved reminder wording
  • Reminder history
Pilot boundary

Pilot access is business-specific; reminders require a fresh owner-confirmed balance and never collect card details.

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WORKFLOW

How it works

  1. The business supplies current invoice facts.
  2. CTnode validates the due state and prepares a reminder.
  3. The owner approves the message and reviews replies.

REQUIRED INPUTS

What the business provides

  • Invoice reference, amount and due date
  • Current owner-confirmed payment state
  • A permitted billing contact

OWNER CONTROL

What stays in your hands

  • Approve every reminder
  • Update or stop the sequence
  • Review delivery and replies

DATA HANDLING

Boundaries built into the product

The pilot does not store card details, process payments or infer that an invoice is unpaid without fresh owner-confirmed business data.