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Custom Reminders & Strikes
Custom Reminders & Strikes

Can I schedule when to chase on defaulted payments?

Ron Danenberg avatar
Written by Ron Danenberg
Updated over a year ago

It is possible to set reminders on the customer account with a specific date to appear in your task manager reminders list.

Customers ➡️ Go into customer profile ➡️ New Communication ➡️ Note ➡️ Select the relevant invoice ➡️ Input the desired reminder time


There is a striking feature that has been implemented to enable you to rank customers based on payment performance in which in the customer profile.


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