Using the Home screen
The dashboard allows you to perform many common actions.
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
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 manua...
Wed, 27 Sep, 2017 at 11:22 AM
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
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...
Wed, 27 Sep, 2017 at 11:27 AM
You can delete a scheduled reminder so that it will not be automatically sent. To delete a scheduled reminder, complete the following steps:
Locate...
Wed, 27 Sep, 2017 at 11:28 AM