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Dec 13, 2024
AR Collections
Narrow down search with dynamic filters
KPIs
Gain insights into your accounts receivable with KPIs
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Aging Chart
Assess payment collection timelines and overdue balances
Retention Breakdown
Breakdown of all projects with retention for each
Edit Columns
Remove or add columns from the metrics library
Filters
Table
Sort through invoices and find important details
Send Notifications
Create, schedule, and send automated invoice follow-ups
Project Setup for Notifications
Set up emails to clients for timely collections follow-ups
Notification Template
Setup a template email for past-due invoices
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