Dismissing a reminder

Follow

 

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.

Have more questions? Submit a request

Comments