Please follow the steps below to setup up the body of the email while sending the Invoice & Statement: Step 1: Go to Admin -->> Income Tracker -->> Payment Follow Up tab. Step 2: Click on Tax Invoice & Statement -->> Scroll to the bottom -->> Click ...
You can set up the defaulter reminders (for multiple days in a month) by following the below steps: Go to Income tracker >> Set up >> Defaulters >> Below Send Automatic Reminders On >> You can select 4 different dates (On which the reminders will be ...
Follow the steps below to set automatic alerts for all attendees: 1. Go to Admin >> Projects & Meetings >> Meetings 2. Click on 'Create Meeting' button or 'Edit' in case of existing meeting. 3. Scroll down. Here you can see option to 'Send Alert ...
Any changes in the Grace period of Late Payment Interest will not be effective on the generated invoices. The due date has to be changed in generated invoices also. Changing the due date for invoices can very much be done at your end. Step 1: Login ...
Once an invoice is created, it becomes a legal document, and as an administrator, you won't be able to edit the invoice amount, invoice date to maintain the integrity of financial records. However, we can guide you on the appropriate steps to make ...