Working on the Dashboard

The dashboard allows you to perform many common actions.

Filtering the Open Invoices View
The Home section on the Dashboard allows you to filter the Open Invoices listing by the following categories: Current Invoices Invoices 0-30 days past ...
Mon, 18 Sep, 2017 at 10:14 AM
Searching for an Open Invoice, a Scheduled Action or a Recent Action
The Search fields available on the Dashboard allow you to search for a specific invoice or a group of related invoices. To search for an invoice, enter on...
Mon, 18 Sep, 2017 at 10:14 AM
Working with the Outstanding Invoices Chart
The Outstanding Invoices chart on the Dashboard is an interactive view of outstanding invoices by customer. This information can help you focus collection e...
Mon, 18 Sep, 2017 at 10:16 AM
Sending a Manual Reminder
You can send a Manual Payment Reminder as an action from the Dashboard. This allows you to quickly define an email to send immediately. To send a manual p...
Mon, 18 Sep, 2017 at 10:17 AM
Getting a Payment Link
You can generate a payment link as an action from the Dashboard. You can send the link to the customer so that the customer can make an online payment. To...
Mon, 18 Sep, 2017 at 10:18 AM
Getting an Update Payment Method Link
You can generate a link for updating the customer payment method as an action from the Dashboard. You can send the link to the customer so that the customer...
Mon, 18 Sep, 2017 at 10:19 AM
Pausing and Un-Pausing Reminders for an Invoice
You may want to pause automatic reminders for a customer if you'd made special payment arrangements. You can do that directly from the Dashboard. To ...
Mon, 18 Sep, 2017 at 10:20 AM
Taking a Note
You can enter a note related to an invoice to record actions taken or information gained when talking with a customer. You can add the note directly from th...
Mon, 18 Sep, 2017 at 10:21 AM
Running the Payment Method for an Invoice
If you've set up payment settings for a customer (for recurring payments), a link to run a payment for an invoice is available on the Open Invoices lis...
Mon, 18 Sep, 2017 at 10:23 AM
Deleting a Scheduled Reminder
You can delete a scheduled reminder so that it will not be automatically sent.  To delete a scheduled reminder, complete the following steps: Locate th...
Mon, 18 Sep, 2017 at 10:23 AM