You approve
One note per customer
When one customer has two or more overdue invoices, we draft a single note that lists them. You approve it. Leave per-invoice reminders off if you only want this note.
What it reads
Drafts one reminder per customer who has two or more overdue invoices. You approve before it is sent. Leave per-invoice reminders off if you only want this note.
Who hears about it
You approve. Nothing reaches a customer until you click Send.
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.