Email Notifications & Reminders
- How to create automatic email invoice reminders to save time and increase collections
- Creating Invoice Email Summaries: A Step-by-Step Guide
- How to customize your templates for invoice reminders and summaries
- How to proactively notify customers about a new or outstanding invoice
- How to track email notifications from your partner dashboard
Setting up Auto-Pay
- How to set up Auto-Pay for seamless payments
- How to create Auto-pay rules based on billing terms
- How to enable or disable Auto-Pay permissions for your customers
- How to set up an Auto-Pay rule based on the date an invoice is created
- How to enable agreements-based Auto-pay rules from the Partner Dashboard