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Help Center › Accounting › Advanced A/R Management › Cadences

Use Cadences to Manage Collection Emails

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Last updated on Aug 26, 2026

The Cadences screen (Accounts Receivable > Cadences) provides a dashboard for tracking and managing your collection cadences. You can monitor all invoices assigned to collection cadences, review upcoming actions, and manually complete steps when needed. Filters, status widgets, and attention alerts help you spot pending, completed, or problem cadences so you keep payment reminders running smoothly. You can also manually execute the steps for any cadences not set to run automatically.

This feature is a part of the Cadences functionality. Cadences is a feature of Maxio Platform's Collections functionality that generates and sends emails to customers to remind them to pay their outstanding invoices.

You can learn more about Cadences by checking out this help article: Cadences Overview.

Cadences list with templates, actions and statements tabs
Helpful tools available at the top of the Cadences screen
ToolDescription
Attention NeededHighlights any manual cadences with pending steps, any cadences with an expired Promise to Pay date, and any problem cadences that cannot be sent. Problem Cadences are discussed further below.
StatusAllows you to apply a filter to display any invoices with actions that are due in the next 1, 15, or 30 days, as well as the following:
  • Completed Cadences - Have progressed through all of their actions but their invoices have not been paid. If you find the number of "Completed" Cadences is growing, then you might want to consider adding additional steps to the end of your Cadence Templates.
  • Open Cadences - Are in progress with actions left to complete.
  • Paused Cadences - Have an active Promise to Pay date, which pauses the cadence until that date passes.
SettingsOpen the cadence template settings screen.

Manually Execute Cadence Steps

The main part of the screen displays all invoices assigned to cadences. Notice that each invoice contains fields detailing the last action taken, pending actions, future actions, and the dates of the next action.

Cadence screen listing pending collection actions by customer, action type and due date

To manually execute cadence steps

  1. Check the boxes next to the invoice(s) with pending actions.
  2. Click the Complete Action button at the bottom of the screen. The system then sends the emails according to the steps' configurations.

Problem Cadences

A Cadence is not able to be sent if the Invoice's Customer is missing an email or if the email is incorrect. This can also occur if the Customer has e-Bill turned off. You must correct this issue before the Cadence can send the Customer their invoice.

You can customize the list view by setting filters, columns, column order, and column sorting.

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