BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Payment Reminders

Nudge customers automatically as invoices age. Pro ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Open Payment Reminders / Dunning.
  2. Set reminder timing and tone.
  3. Enable; reminders send automatically.
Try it now
Recording script (for video producers) 
TITLE: Payment Reminders  (target 2 min, Pro)
HOOK (0-5s): "Nudge customers automatically as invoices age."
ON SCREEN: open /erp/dunning
STEP 1 — say: "Open Payment Reminders / Dunning."  (show the matching click)
STEP 2 — say: "Set reminder timing and tone."  (show the matching click)
STEP 3 — say: "Enable; reminders send automatically."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."