Email to you

Missing invoice

Customers invoiced in at least two of the last three months, with nothing this month, are listed to you. It needs an invoice date, not a due date. It does not create the invoice or email the customer.

What it reads

Emails you when a customer was invoiced in at least two of the last three months and has nothing this month. It does not create the invoice or email them.

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.