Viewing Client History |
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So that you can accurately gauge how overdue a client is and decide whether to continue sending late notices on the regular schedule you specified in the Late Payment Notice setup or to discontinue further notices, your XSite comes equipped with a client history view. This view shows you at-a-glance how much each overdue client owes, how many days past due each is, how many notices have been sent, and more. To view your client history...
- From your XSite's Late Notices tool,
click the Client History tab.
- Now review the information for any or all clients.
- Click the plus sign beside a client's name to expand the details for that client.
- Click the date in the Next Notice Date column to preview the next late payment notice with the current amount overdue. Keep in mind that if this amount increases before the notice is delivered, the overdue amount in the notice will also increase.
- Click the Invoice # for a client to view an overdue invoice.
- If the Next Notice Date is listed as Add, the client is overdue, but has not been enrolled in your overdue notice program. To add them to the overdue notice program, click Add.
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