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 ...
This is an Advanced feature that is available only upon request to ADDA Support. If this is activated, then there is no automatic allocation of receipts. Once this feature is enabled for your association, please follow the steps below: Step 1: Log in ...