You approve
Win-back note
Customers who are paid up, and 60 days past their last due date, get a short note. You approve it. It is not counted as collected cash. Leave this off if you only want the quiet-customer list emailed to you.
What it reads
Drafts a short note to a customer with no open invoice whose last due date is at least 60 days ago. You approve it. 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.