Reminders and statements
Nudge a customer about an overdue invoice, or send their whole account in one click.
1 min readUpdated
A reminder for one invoice
- 1
Open the overdue invoice
Invoices - 2
Click Send reminder
It's written from your reminder template, with the balance, how late it is and a pay link.
A statement for a customer
- 1
Open the customer
Customers - 2
Click Send statement
Every open invoice, credit and payment, with the balance and its aging.
The Collections report lists who to call first: the largest and oldest balances, and each customer's usual payment delay.
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- Getting startedAutopilot: let thruflow take the routine stepsChoose which routine steps thruflow takes by itself, up to what amount, and get a morning brief of what it did and what needs you.
- Invoicing & getting paidLate fees and early-payment discountsCharge a fee on invoices past due, or offer terms like 2/10 Net 30 that reward paying early.
- ReportsReports and canvasesTwenty-three ready-made reports, and canvases where you arrange your own: filtered, pivoted and charted.
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