Invoices
Managing your "Open Invoices"
Each invoice line has an "Actions" menu where you can:
- Send Manual Reminder - You can send a manual reminder outside the normal "Workflows"
- Send Manual Late Fee - Add a manual late fee adhoc
- Pay Invoice - If a customer calls you to pay over the phone, you can help them pay the invoice
- Get Payment Link -If a customer has lost their reminder or needs you to send the link to a 3rd party, you can get the payment link for them
- Pause Reminders for Invoice - If you have an agreement and need to stop the "Workflow", you can pause reminders for the invoice
- Take a Note - Add internal/external notes that may affect the collection of the invoice
- Download PDF - You have the option to download the invoice PDF to store locally or to send it externally
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