Plan: Every signed-in tenant user can work Activity. Letters PDF and Mark sent need Growth+ (and letters on for the account). Dated promises start on Pro. Never follow up on a stop request is Admin only. Nominated approval routing (TEAM-004) is not a live setting.
Activity is the operations inbox for chasing. The nav badge is work that needs a person (approvals, untriaged replies, queued letters, open disputes, open stop requests, and promise/arrangement reviews). It is not the same number as All Activity, which also counts the Sent Log (capped at 25), Delivery Issues, and still-open promises.
The nine tabs
- All Activity (
?tab=all) — every section on one page. Arrival with no tab lands here when there is no deeper inbox work. - Approvals — outbound messages with status awaiting approval. Buttons: Approve & send, Full draft, Don't send, and when more than one is waiting Approve both / Approve all N. Approve queues for the next delivery run; it does not socket immediately. Bulk approve is not the same as reading every body (the extra threat-list confirm is on the single-card path).
- Replies — inbound messages with no triage row. Empty state: “No customer replies waiting for review.” A reply does not set the invoice to paused. Further Workflow sends are held until you triage. Use Read & reply (your words), optional Pause chasing / Resume chasing when the invoice allows it, then one-tap: Disputed, Record promise (or Pause: customer promised below Pro), Wrong person, Already paid, Nothing needed, resume.
- Letters — queued letter-channel rows. Preview & print A4, Download A4, Preview & print US Letter, Download US Letter, then Mark sent. PayBlah does not claim postal fulfilment or delivery tracking. Full how-to: reminder letters.
- Delivery Issues — up to five bounced or failed last-reminder chases. Badge Not sending. The tab still exists at zero; the All Activity section hides when empty.
- Sent Log — newest 25 outbound rows in sent, delivered, bounced, failed, or held. Columns: When, Customer, Message, Channel, Delivery, Opens. Opens always show “—” — open tracking is not recorded. Held rows use the product’s English held reason.
- Disputes — open disputes. Badge Chasing stopped only if the invoice state is disputed; otherwise Still chasing. Press Review, pick Customer Was Right (stay off), Customer Was Wrong (resume), or Settled (stay off), then Close dispute.
- Promises — heading Promises & Payment Arrangements. Open promises, items due for evaluation, and instalments to review. Buttons: Acknowledge, Acknowledge & resume, Mark as Reviewed (arrangements). Resume is a human press, not an automatic tone step-up.
- Stop Requests — portal “Ask them to stop chasing” requests. Badge Still chasing. Copy: chasing continues until you accept or decline — nothing was muted automatically. Accept → Suppress email and SMS (default), or Admin Never follow up with this customer / Both, then Accept stop request. Decline — keep chasing leaves chasing on. Carrier SMS STOP is a different, automatic path — see stop requests.
Work Approvals
- Open Activity → Approvals.
- Read the frozen subject and body on the card. Approving never hides the wording.
- Press Approve & send, or Full draft to edit then send the edited version, or Don't send.
Expected result
Approved rows leave Approvals and wait for the next delivery run, which still re-checks payment, dispute, suppressions, and other holds. Triaged replies leave Replies. Marked letters leave the print queue. Accepted stop requests write the mute you chose.
If a queue looks wrong
- Nav badge higher or lower than All Activity is expected — they count different lists.
- A reply note may still say chasing is running. That is the invoice’s real state. Triage or press Pause chasing if you need the invoice paused.
- A stop request still showing Still chasing is correct until Accept.
- Letter buttons missing: letters are off, below Growth, or not enabled for the territory.
What this does not do
- It is not a nominated-approver router. Anyone signed in on the tenant can approve. TEAM-004 is not live.
- It does not auto-resolve disputes or invent legal advice.
- It does not treat a reply or a portal stop request as an automatic invoice pause.
- It does not record email opens.
- Sent Log is what was stored as sent or held — not proof that PayBlah caused a payment.