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