InvoiceSherpa - Invoice Reminders {View Schedule Tab}
In this tutorial, we will guide you through the Invoice Reminders section of the InvoiceSherpa platform, focusing on the View Schedule tab. You will learn how to efficiently view and manage various reminders, including invoice reminders, credit memos, and monthly statements.
We will help you understand how to interpret crucial details such as customer names, reminder types, invoice numbers, and event statuses on the View Schedule tab. Additionally, we will show you how to use filtering and search functions to quickly locate reminders.
By the end of this tutorial, you will know how to effectively manage invoice reminders in the InvoiceSherpa platform.