Invoice/balance reminders

There should be a prompt that allows reminders to be sent via email to clients for unpaid balances or when a credit card needs to be updated. This should happen automatically. In simple practice, I used to have it set for every three days. If the client has an unpaid balance, they get an automatic reminder until it is paid off and documented within my notes

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Upvoters
Status

In Review

Board

General

Tags

client payments

Date

9 days ago

Author

chananya abraham

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