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Outstanding Invoice Reminder / Bulk resend invoice
We have monthly reoccurring invoices set up, when clients only get 1 email about it as it sends, they often forget if they dont get a chance to pay right there. A invoice reminder option(weekly, bi-weekly) would be great for those who can use a little help.
also, if we have to resend the invoices (currently it is only individually), please add a bulk outstanding invoice resend.
Tagged:
Categories
- 46 GENERAL DISCUSSION
- 19 SOFTWARE RELEASES/UPDATES
- 325 IDEATION
- 42 Billing
- 6 Calendar
- 22 Client Requests
- 40 Communications
- Contacts
- 12 Engagements
- 32 Files
- 7 Forms & Letters
- 31 General
- 8 Mobile
- 1 Notices
- 25 Organizers & Surveys
- 18 Portal
- 65 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 38 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 24 TAX PREPARATION
- 49 TAX RESOLUTION
Comments
I was really hoping this would be a feature for this tax year! It would cut down on a lot of time and confusion with the client.