You approve
Payment thank-you
Invoices marked paid in the last 14 days, with a paid date, get a short thank-you. You approve it. Older paid history is left alone. Nothing sends until you click Send, and a thank-you is not counted as collected cash.
What it reads
Drafts a short thank-you for invoices marked paid in the last 14 days. You approve before it is sent. It is not counted as collected cash.
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.