How to get reminders for unpaid transactions

Have you ever sold a product on credit and then forgotten to collect? Or maybe you sold a product to a friend on the promise that they would pay you next week and they still haven’t paid you. With reminder alerts, you can receive notifications when payment is coming due and (in the future) so will your customer.

Add a reminder to a transaction

Follow the instructions below to add a reminder to a transaction :

  • Once you’re on the New Transaction screen, scroll down to “Status and Notifications.”

  • Change the Transaction Status to Partial or Unpaid. Once you’ve selected Partial or Unpaid, you will be able to enter more details about the transaction.

    • If you selected Unpaid, you have the option to save without entering more details.

    • If you chose Partial, you must at least enter the “Amount Paid So Far” before clicking SAVE.

  • Enter the Contact Name and Phone Number of the customer or vendor.

  • Enter the date the payment is due. (You can’t get a reminder if there is no due date right!?)

  • At the bottom, you will see the Remind Me option. By default, you will get a reminder the day before the payment is due. If that works for you, proceed to SAVE the transaction.

  • To change when you want to receive a reminder, click on “< 1 week” (which means a week before it is due) or Custom (where you can fit any date you fancy).

  • Click SAVE in the top right corner or bottom right corner.