Chasing

Approve Firm and Final messages

Firm and Final messages — and any wording that names legal action, court, or enforcement — always wait in Activity for a human press before they send. Approving never hides what goes out.

10 of 11 in Chasing

Plan: Every plan, including trial. Default on; optional setting — never sold as an upgrade. Approval routing (who must approve) is a Business-oriented feature when enabled.
Activity Approvals panel explaining Firm and Final hold for human approval
Showcase book · Harbour Print & Signage (sample data) · light theme

Where it lives

Open Activity and the Approvals surface. You will see a count of messages waiting and cards for each held send.

What always waits

  • Steps with Firm or Final tone (when approval is enabled — default on).
  • Free-type edits that hit the threat list (wording that names legal action, court, enforcement, and similar). Those need one extra confirm, and the confirm is logged.

How to approve

  1. Read the full message on the card — approving never hides the body.
  2. Press approve for that message, or use bulk approve when more than one is waiting and the product offers it.
  3. Or reject / send back if the wording should not go out.

Safety still applies after approval

A message that was approved can still be dropped later if the invoice is paid, halted, or otherwise no longer eligible before delivery. Approval is not a promise that the world stayed still.

What this is not

  • Not a debt-collection licence and not legal advice.
  • Not an excuse to add threat language — the hold exists so a human stops that wording.

PayBlah is accounts-receivable automation software. You remain the creditor. Confirm local rules with your own advisor for your territory (US, UK, Ireland, or Australia).