Your Quick Start Guide
- Company Information
- Company Logo Specifications
- Connect to your Accounting Platform - Clio
- Connect to your Accounting Platform - QBO
- Connect to your Accounting Platform - Xero
- Creating Invoice Reminder Workflows
- Creating Reminder "Templates"
- Customer Portal
- How to Create/Update a Customer Group
- Late Fees Settings
- Managing "Workflows"
- Payment Plans Settings
- Payment Processor
- System Settings - Reminder Settings