InvoiceSherpa

Overview of InvoiceSherpa 0

Setting Up Your Account 0

Using the Home screen 5

• Filtering the Open Invoices View
• Sending a Manual Reminder
• Searching for an Open Invoice, a Scheduled Action or a Recent Action
• Taking a Note
• Deleting a Scheduled Reminder

Working with Reminders 2

• Overview of Reminders
• About the Scheduled Actions

Working with Reminder Schedules 0

Working with Custom Reminder Schedules 0

Editing Reminder Templates 0

Working with Statement Schedules 0

Reminder Settings 0

Automatic Payments 0

Automatic Payment Settings 0

Using the Customers screen 0

Understanding the Customer Detail screen 0

Using the Customer Detail screen 0

Using the Customer Portal 0

Understanding Late Fees 1

• Overview of Late Fees

Using Late Fees 0

Understanding Payment Plans 0

Using Payment Plans 0

Understanding Payment Processing 0

Using Payment Processing 0

Defining Company Settings 0

Setting Up Accounting Integration 0

Setting Up Payment Integration 0

Home 0

Invoice Reminders 0

Recurring Payments 0

Payments Processing 0

Customers and Customer Portal 0

Late Fees and Payment Plans 0

Settings and Company Preferences 0

Canned Responses Videos 0