How do you manage open invoices?
OPEN INVOICES
Open Invoices is a simple and easy way to review your outstanding balances due. The dashboard allows you to sort or search by customer name or by the balance due or age of missing payments. Once you identified the customer in question, click on the Details button to see more.
DETAILS
The details section offers several key features, including:
Email Statement - If the customer has an email address on their account, then click Email Statement to send them a statement showing the outstanding balance along with a link to your
Bill Pay page to pay by credit card.
Mark All Paid - If the customer has sent a payment outside of Lawnager for all outstanding balances then you can use this single button to mark all as paid,
Mark Paid - If the customer has partially paid, then you can mark individual jobs by invoice as paid.
Export (CSV, Excel, Print or PDF) - if you are tracking invoices using a separate accounting system like QuickBooks, then here you can export all outstanding open invoices to help reconcile your accounts receivables.
Note: Customers who are enrolled in autopay will never appear in the open invoices report.
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