Chasing

Preview before customers are contacted

Check sequence steps and Dashboard Coming Up before go live, and use payment-link preview links on invoices when offered.

6 of 11 in Chasing

Plan: Available on every plan including trial (Starter).
Dashboard Coming Up section listing scheduled reminders
Showcase book · Harbour Print & Signage (sample data) · light theme

Preview is how you avoid surprises. PayBlah gives you schedule foresight and content review without emailing the customer yet.

Review content

  1. Open each ladder step and read the attached template with merge fields.
  2. Edit anything that still sounds generic for your brand.
  3. Confirm Firm/Final steps are ones you are willing to approve in Activity.

Review schedule

  1. Open DashboardComing Up for a multi-day preview of what the scheduler thinks will go out.
  2. Note items that say they will need approval at send time.
  3. Check sidebar Next run.
  4. Adjust quiet hours or steps if the volume looks wrong.

Review the debtor-facing payment experience

On invoice detail, use Preview what the debtor sees when the link is present, and copy the payment link only when you intend to share it.

What this does not do

  • Coming Up is a plan, not a guarantee, if status changes (paid, dispute) before the run.
  • Previewing does not approve a Firm/Final message — open Activity → Approvals for that.
  • Channel labels that mention text still do not mean SMS is live for every territory at launch.

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).