You can add Actions and Reminders to your customers at any time and any upcoming or overdue reminders will show on the Dashboard.

Step 1

Select View Customers from underneath the Invoices & Receipts tab in the main menu.

Step 2

Search for the customer you want to Add Actions and Reminders for and click on their name or the edit icon on the right hand side.

Select the Actions Tab and you’ll be able to see all the current Actions for that customer.

You can toggle between Open and Closed Actions using the drop down menu towards to top right of the Action panel.

To Export all your customer actions just click the Excel button towards the top right.

Click the Add Button to add a new action.

Select a Date and enter some text for the action then click Save.

Any Upcoming and Overdue Actions will appear on the main Dashboard or Home Page of the software.