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AR Alerts

ladams76
New Contributor III

Is there a way to set an alert or anything that we could get when and account is coming up on it's due date? We have commercial and residential customers and have their terms set up in for each one but it would be nice if we had a way to look at invoices that are approaching their due date so we could send out a reminder to pay or a payment link the day before or the day it is due. 

3 REPLIES 3

ladams76
New Contributor III

We have been using tht but they are looking for something that sends out email reminders like 10 days out from due date reminding customer their invoices are coming up due soon. 

e_dunn
Former Titan

Hi @ladams76 - did the @BCN video answer your question?

BCN
Community Moderator
Community Moderator

The recent transaction hub is a great place to manage this