Invoice Reminders
Automatically nudge customers about overdue invoices.
How to use it
Open a company's Invoice Reminders setting from Manage Companies, enable reminders, and configure the schedule.
Configuration
Requires owner-level access to the company and open invoices to trigger reminders against.
Details
| Menu location | Companies menu, Manage Companies, then a company's Invoice Reminders link. |
| Who uses it | Owners and AR staff who want collections to happen without manual follow-up |
| Prerequisites | Manage Companies, Invoices |
Related pages
See which plan includes Invoice Reminders on pricing, or how Count My Bucks compares to QuickBooks.