03-11-2024 01:03 PM
Is there a way to send automatic reminders to pay your overdue invoices?
I've heard somewhere that with Marketing Pro you can do that. If that's the case, I find it annoying that you have to buy a pro product, to do a simple invoicing task.
Its very time-consuming to go through and send reminders manually.
Also, is there a way to automatically charge interest without having to manually do it?
03-11-2024 01:12 PM
If you go to the Accounting tab and click on AR management you can set the filters at the top to what you want like minimum 30 days past due then hit apply, then use the check all button>actions>email (or print) all. If you have never done this before I would start with going to settings>invoicing>email and click on the statement tab to make sure you have the email body set up how you want it. There is a way to add an interest charge but its been a while since I looked into it, here's a ling to the KB artical https://help.servicetitan.com/how-to/charge-interest
03-12-2024 03:56 AM
Thank you!