Reminders History Report

You can pull a report of all of the reminders that have been sent on your behalf.

Step 1

Navigate to the Reports > Reminder History.

 

The tiles at the top allow you to see the volume of Reminders Today, Reminders This Month, Invoices Paid Today, and Invoices Paid this Month.

Use the search box to search by the Reminder Type (i.e. “immediate reminder”, “new invoice”, etc.) or to search by the Invoice Number.

Click on the up and down arrows to sort the Reminders Report by Customer, Sent Date, or Invoice Balance.

 

Use the filter icons on Customer, Invoice Status, and Invoice Balance to further define your search.

From the Reminders Report, you can click directly on the Customer or Invoice Number to be taken to the respective page.