Email to you
Credit balances
A negative amount, or a row marked as a credit memo, is emailed to you. Nobody else is emailed. The same list is not sent again until it changes.
What it reads
Emails you invoice or bill rows with a negative amount, or a credit-memo status. Customers and vendors are not emailed.
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.