Email report of unpaid invoices

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Rachel Vanderpool

• March 31, 2021 19:51

Under "Account Notifications" there are only options for "Daily Agenda" and "Evening Summary". Can you add "Unpaid Invoice" to email notifications?

It would be easier for me to follow up with clients if I had an automated reminder rather than manually go to "Reports" and select "Unpaid Invoice".

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  Ruth

  • April 20, 2021 16:46

  Hi Rachel, currently there isn't a way for you to set custom reminder emails; however, you can go to your Reminders tab to the left of your account to see your "Client Balances." Use the arrow to expand the "You have X clients with a balance" line item and see all the clients that have an outstanding invoiced balance. You can also see how many clients have uninvoiced amounts in the Reminders tab. 

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