Settings

Connections, the cadence rule, and who Zelo sends as
Connections
Where invoices come from and how email goes out.
QB
QuickBooks Online
Connected Jul 13 · synced Today · 9:01 · 8 open invoices
Auto-sync
M
Gmail
ar@higleyconstruction.com · sends as Sarah Mitchell · connected Jul 13
Sender
Reminders and replies go out under this name, from your own mailbox.
Cadence rule
One rule. Every invoice accounted for.
Whenan invoice issend· one email per customer · replies pause reminders

First reminder: Short, neutral, assumes an oversight.

One email per customer

Covers all their open invoices in a single message.

Replies pause reminders

The cadence stops while a conversation is open.

Approvals
Nothing is sent without you.
Require approval for every send

Autopilot is earned, not default. It comes later.

Documents
Attached automatically when a customer asks.
Higley-Construction-W9.pdf
W-9 · uploaded Jul 13 · attached when a customer asks