Plan: Firm/Final approval is available on every plan (on by default, optional). Never sold as an upgrade.
Open Settings → Reminder Defaults. These apply to every invoice unless something more specific overrides them.
Chasing mode
- Automatic — overdue invoices start chasing on their own using your timing. Keeps working when nobody is logged in.
- Manual approval — new overdue invoices wait until you press Start chasing on each one.
A mode change takes effect when you save. The product warns you what will happen next.
Timing
- Start chasing — days after the due date before the first reminder.
- Preferred daily run time — the predictable daily window.
- Quiet hours — nothing sends between these times (business timezone).
- Contactable days — Mon–Sun pills; due work on an off day waits for the next on day.
Approvals and tone
- Approve firm & final reminders before sending — holds those rungs for a human press. Included on every plan; on by default; optional.
- Default tone — used when a sequence step does not name one. Friendly / Standard / Firm / Final.
Safety rails
- Minimum chase amount — skip tiny balances.
- Review the first run — always on for new accounts; nothing sends until you have seen the list once.
- Messages per debtor per day and messages per hour (whole account) — over-limit messages are held with a reason in Activity, never silently dropped. Zero turns a limit off.
- Stop all automated sending — the kill switch (see its own guide).
What still always applies
Never-chase debtors, payment/reply/dispute/promise pauses, and human hold on Firm/Final threat wording still apply no matter which mode you pick.