Pending notices

When one of your clients qualifies for an overdue notice, you are sent a confirmation of this notice 3 days prior to the date on which it will be sent. If you want the confirmation notice to go out, no action is needed on your part. After 3 days have passed, the notice is automatically sent. If, on the other hand, you decide you want to cancel overdue notices for a client, you can discontinue notices at any time within that 3 day period. To cancel a late notice:

  1. From the Late Notices section, select Pending Notices on the left.

  2. This displays a list of all overdue notices due to go out within the next 3 days. To preview the notice, click the date in the Next Notice column.
  3. To discontinue notices for a client, click Remove next to the notice you wish to discontinue.

  4. Click OK to confirm you want to stop sending this client late payment notices.

Once a client has been removed from the Pending Notices list, no further overdue notices will be delivered. If you wish for the client to receive overdue notices again in the future, simply add them to the list of Campaign Recipients in the Notice Setup.