OMB Cloud AES

How collection stages and the funnel work

When an invoice moves stage, who triggers it, and how to override.

The stage column is canal_etapa on the invoice itself. It advances by two triggers.

Automatic advance

A nightly cron checks days-past-due against each stage threshold. Hit the threshold, advance the stage, trigger the playbook for that stage.

Manual advance

Open the invoice → Collections panel → "Advance stage". Use when a customer breaks a promise-to-pay or you want to fast-track escalation.

Hold

Sometimes you negotiate a payment plan offline. Click "Hold" on the invoice; it stays in Collections but stops triggering automation for a configurable window.

Resolve

When the invoice gets paid, it auto-exits Collections. If paid partially, it stays in the current stage with the residual balance.

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