In Client History, 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 Notice Setup or to discontinue
further notices. Client History 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:
- In Late Notices, 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.