Invoices

Reminders, recurring invoices and late payers

Let Worktrim chase what is due, and bill regular customers automatically.

Steps

1. On Invoices, the Reminders and fees tab sets when customers are reminded and any late fee.
2. The Recurring tab bills a customer the same amount on a schedule.
3. From an invoice's menu you can send a reminder now, record a payment you received another way, or void it.
4. Invoice analytics shows what you are owed by how late it is, and who owes the most.