Our Customer Success team will observe holiday hours on 5/27/2019, and we'll reach out with answers to requests as soon as possible. 


Dismissing a reminder


If you'd like to dismiss a reminder, you can click the X next to it. This will cause it to disappear from your dashboard.


Balance Reminders

If you dismiss a balance reminder for a client, it will not appear again until that client's balance changes. 

This means that if you accidentally dismiss a client's balance reminder, you can make it appear again by following these steps:

1) Record a test payment toward the client's balance. (Any amount.)

2) Wait 24 hours.

3) The client's balance reminder will appear in your reminders section.

4) Delete the test payment.

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