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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In Review
General
client payments
9 days ago

chananya abraham
Get notified by email when there are changes.
In Review
General
client payments
9 days ago

chananya abraham
Get notified by email when there are changes.