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Hi All

We are new to Smokeball and on our old PM system had a practice of sending reminders to clients 10 days after the invoice was generated, but before it became overdue.  

 

I can’t see a way to filter invoices like that in SB, as it seems to only allow a report on invoices actually overdue.

 

Can anyone help?

Hello Jude,

At the moment our Invoice Reminders are set to only show overdue invoices.  I have alerted our Product team to your suggestion.  They will reach out if they need further clarification.  Others that are also interested in this feature should comment on or like the post above.

Chiming-in that we’d like the ability to send automated reminders for unpaid invoices at the interval date of our choosing.  This past November’s SB Webinar “Billing and Trust Accounting” recommended these kind of reminders. 

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