You approve
Partial payment
When a payment is recorded and money is still open, we draft a remaining-balance note. You approve it. It waits if a per-invoice reminder is already pending. It is not counted as collected cash.
What it reads
Drafts a remaining-balance note when an invoice has a payment and money still open. You approve before it is sent.
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.