Automatic Notifications

To configure your system to send invoice notifications automatically:

1. Click your "Invoices" tab.
2. Click your white "Preferences" link near the top of the page.
3. Click your blue "Emails" link at the left side of the page.
4. Click your blue "Late invoice notification" link and follow instructions above the new window.
5. Click your check box to activate the first notification.
6. Enter the number of days to wait before this notification is sent.
7. Enter a subject and message for the notification.
8. Hit the Save button at the bottom of your page.

Additional Information

Multiple Notifications: You may have two more notifications sent at different periods of time by repeating the above procedure for the grey boxes below the first one.

Notification Preview: You may preview the notification by clicking on the blue "preview" link located just below the message box for your notification.

Manual Notifications: For information on how to notify the client of an invoice manually, see the Notifying the Client section.

Customizing Emails: For information on how to customize different emails, see the Email section.

Are we missing anything in our help manual? If so, please let us know by contacting us here.

You may also find additional help by visiting our support forum.