Settings
Settings › Automation: the raising day for repeating invoices (or per schedule), send vs hold as drafts, automatic day-7 reminders on or off, proposal hour, backup time, offsite destination, retention periods. Each has a sentence explaining what turning it on commits you to.
The Health card
At the top of the same page, and on the owner's My day when something is wrong: last run time, what it did (counts), anything that failed (a send that bounced, a backup that could not write), and the last fifteen lines of the error log with a button to clear it. Green means last night ran and nothing failed. Amber means it ran with failures, listed. Red means it did not run — and the owner gets an email.
If it did not run
The run is triggered by a scheduled job on the server; if that job is missing or the server was down, nothing happens and the card says so. Run now performs a safe catch-up: it raises what is due, never twice, and never sends anything that would have been held. Then fix the schedule.
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Describes the platform as it is today. Something out of date? Tell us. · help 0.71.0