Plan: Every plan can open Workflows. Creating or editing Workflows, templates, packs, or smart actions needs Admin. Extra Workflows (after the first) need Growth or higher. SMS templates need Growth+ and four SMS switches. Letters need Growth+, a supported territory, and letters turned on for the account.
Chasing in PayBlah is scheduled accounts-receivable follow-up that you configure. Messages go out as your business. PayBlah is not a debt-collection agency and does not speak as a third-party collector.
Building blocks
- Workflows — ordered steps at day offsets. Stock product Workflows are Standard (default), Gentle, and Firm-but-fair. There is no tenant Publish button today; you edit the live Workflow and press Save Changes on a step.
- Five hub tabs — Workflows, Workflow Packs, Templates, Protections, Smart actions. The old “Automations” tab name is not what the bar shows.
- Enrolment — an invoice must be on a Workflow before steps fire. New invoices can start on the Workflow that has New invoices start on this Workflow ticked.
- Schedule — quiet hours, contactable days, and send time live on Protections and Settings → Reminder defaults. Workflows only shows chips that link to Settings.
- Activity — nine tabs: All Activity, Approvals, Replies, Letters, Delivery Issues, Sent Log, Disputes, Promises, Stop Requests.
- Channels — Email; Text (SMS); Phone call; Letter. Email is the channel you can rely on when a customer-owned mailbox is connected. Text (SMS) is gated (plan, territory, tenant, and a global default that is off). Letters queue a PDF for your team; PayBlah does not post them.
Happy path
- Finish setup and press Start following up.
- Open Workflows. Confirm the default Workflow and its steps.
- Enrol open invoices automatically (default Workflow) or from the invoice when chasing is paused — use Resume chasing there.
- At the next run, eligible Email steps send through your connected business mailbox. A Text (SMS) step only sends if all four SMS switches are on. A Letter step stays queued until someone prints it and presses Mark sent.
- Work the Activity badge. Firm and Final — and wording that names legal action, court, or enforcement — always wait under Approvals.
- Paid in full or an open dispute stops further chase steps on that invoice. An inbound reply holds further Workflow sends until you triage it. A portal stop request does not mute anything until you Accept it.
Expected result
Enrolled invoices move along the Workflow on the next allowed run. Friendly and Standard steps can send without Approvals unless you ticked Hold this reminder for my approval. Firm and Final always wait. Sent, held, bounced, and failed rows appear on Sent Log (newest 25). Open tracking is not recorded.
If nothing goes out
- Setup is unfinished, or first-run review is still on.
- No verified customer-owned mailbox (Google, Microsoft, or live tenant SMTP). PayBlah does not fall back to a platform sender.
- Quiet hours, an off day, or the preferred send time have not arrived yet.
- The invoice is paid, disputed, promised, paused, settled, written off, or the customer is Never chase.
- An inbound reply is still waiting under Replies (send hold, not an invoice pause).
- SMS is gated off, or a letter is waiting in Letters for print and Mark sent.
What chasing will not do
- It will not send before you start following up.
- It will not auto-threaten legal action, court, enforcement, or credit damage.
- It will not treat a portal “Ask them to stop chasing” request as an automatic halt.
- It will not present PayBlah as the creditor.
- It will not claim that a payment after a reminder was caused by PayBlah.