How to automate payment reminders for unpaid invoices
Select settings in the left vertical menu
Select organization and scroll to the bottom of the organisation details page.
Switch on automatic payment options and save settings.
Related Articles
Your Step by Step Build to Bookkeeping
To make life easy, we've created a step by step guide to the Onlinetradesmen Bookeeping app. Your step-by-step Guide: How to create a Bookkeeping business profile How to customise your profile How to create your services and pricing How to create a ...
Track business performance
Bookkeeping dashboard allows you at view your business income and outgoings briefly including a visual of Payments Issued invoices Expenses Issued estimates Issued Advanced payments At this level you can also quickly create new invoices, estimates ...
How to record payments received
Select “issued documents” and click “invoices” or “advances” in the left vertical menu. An additional menu will open, where you can search all estimates or advances. Open estimate you want to mark as paid and click “add payment”. A new window will ...
How to create an estimate
In most cases, you will start an engagement with a client by sending them an Estimate /Quotation. You have the option of doing this in a professional manner on the system also. To create an estimate in the left vertical menu, select " Issued ...
How to send a payment reminder
Click on the "Dashboard" icon. The home page of your business opens. Look for "Active documents". To send a reminder to the desired customer, select the three vertical dots and click "Send". Click "Send". The reminder will be sent to your saved ...