Approvals, sending and automatic stops
Any staff, admin or owner can approve a draft; the approval is recorded with their name in the audit history.
At the moment of sending, the platform re-checks: invoice still open, customer not do-not-contact, email present. Any failure blocks the send with a clear reason.
Automatic stops: full payment, a dispute (from staff or the customer), a manual hold, or marking the customer do-not-contact — each cancels all pending reminders for the affected invoice(s) instantly.
Sends are idempotent — a retry or double-click can never deliver the same reminder twice.