Email to you
Who to call
Emails you the overdue balances, largest first. The same list is not sent again until it changes. The customer is not emailed.
What it reads
Emails you a ranked list of overdue balances, largest first, when the list changes. It does not email the customer.
Who hears about it
Email to you. This one never emails your customers or vendors.
Which plans
One of 30 built-in automations. Starter runs 2 from spreadsheets. Growth runs all 30 plus 10 you build, with live connections. Scale and Firm run all 30 plus 40 you build. A custom automation uses one plan slot.