Viewing Client History

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:

  1. From your XSite's Late Notices tool, click the Client History tab.

  2. Now review the information for any or all clients.