🤖 AI Cash Flow Snapshot POWERED BY CLAUDE
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📊 30-Day Cash Flow Forecast AI-POWERED
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Payments Collected (Last 7 Days)
Recent Payment Requests
| Customer | Phone | Amount | Send Time | SMS Status | Payment Status |
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All Payment Requests
| Customer | Phone | Amount | Send Time | SMS Status | Payment Status | Actions |
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Message Templates
| Template Name | Preview | Last Updated | Actions |
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Current Plan
Credits Balance
SMS Credits Remaining
Payment Analytics
Payment Status
Credit Usage
🔗 Link Tracking Analytics
Monitor payment link clicks and conversions
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Business Profile
Stripe Connect Status
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Auto-Reminders & Confirmations
Payment Confirmation Messages
📧 Email Fallback
Automatically send payment requests via email if SMS delivery fails. Requires MailerSend integration.
🔄 Smart Retry Automation
Automatically retry failed payment requests with AI-optimized timing and messaging. Requires Pro or Growth plan.
📱 Your Phone Number
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💰 Platform Fee Information
Your current plan includes a 2% platform fee on all customer payments.
Save money by upgrading:
- Pro Plan: Only 1.5% fee (save 25%)
- Growth Plan: Only 1% fee (save 50%)
👥 Team Members
Collaborate with your team. Add up to 5 team members on Growth plan.
🎯 Upgrade to Growth Plan for Team Access
Add up to 5 team members with role-based access. Perfect for agencies and growing businesses.
💬 Customer Conversations
Two-way SMS conversations with your customers. Automatic opt-out handling via STOP/START.
| Phone Number | Last Message | Received | Status | Linked Request | Actions |
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Support Tickets
| Ticket # | Subject | Category | Status | Created | Actions |
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