Actions per Invoice
Managing Invoices
Each invoice line has an "Actions" dropdown:
- Send Manual Reminder - You can send a manual reminder outside the normal "Workflows"
- Send Manual Late Fee - Add a late fee adhoc
- Pay Invoice - If a customer calls you to pay over the phone, you can assist with the invoice payment
- Get Payment Link -Customer lost reminder or needs link sent to 3rd party, get the payment link for them
- Pause Reminders for Invoice - You can pause reminders for the invoice if you need to stop the "Workflow".
- Take a Note - Include notes affecting invoice collection
- Download PDF - Download the invoice PDF to store locally or send it externally
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