Check Upcoming follow-ups
See the next unfinished step for each active or paused invoice sequence.
Open Upcoming follow-ups from the sidebar. Each row shows the invoice, remaining balance, recipient, mailbox and next planned attempt in the sequence's timezone.
| Status | Your next step |
|---|---|
| Scheduled | Check the planned time and recipient. |
| Awaiting approval | Open the invoice and review its saved draft. |
| Paused | Open the invoice to review the pause reason before resuming. |
| Needs attention | Read the blocker and inspect the invoice or mailbox. |
| Processing | Wait for a result and check sending history. |
| Staff review | This step creates review work, not an email. |
Filter by status or change rows per page. Use Refresh follow-ups for a fresh view. The screen also refreshes periodically while open.
Important limits
This is a planning view, not a delivery promise. Sending still checks approval, current balance, recipient restrictions and delivery rules. Later steps stay behind an unfinished earlier step. Completed and cancelled sequences do not appear here.
Authorized staff can pause directly with a reason. The screen does not send now, blindly retry or automatically resume work. Use the invoice's Follow-ups tab for the complete sequence and history.