[NEW] Major Bounce Email Notifications
How it works:
Get notified instantly when your reminder emails don't get delivered.
Why you'll love it:
1. Purge broken email addresses
2. Find the right active stakeholder
3. Get paid
Take a look:
[NEW] Major Adhoc Messages
How it works:
Now you can send an email directly from the invoice in question
Why you'll love it:
1. Send emails when you need to without leaving the platform
2. Get messages out quickly
Take a look:
[NEW] Tag Updates
How it works:
Customize your communications even more:
1. Add Account Manager Phone Number with
2. Add Account Manager Name with
3. Add Invoice Note with
4. Add recipient's first name with
Why you'll love it:
You already love it! Here's the full list:
✏️ How can I customize my workflow action template?
[Beta] Aging Balance Report
How it works:
In the "Reports" tab, you will find at the bottom called Aging Balance Report. When you click on it, you will be directed to the report (as shown in the screenshot below)
Currently, this report is in Beta, please contact us to enable it.
Why you'll love it:
Aging Balance Report breaks down the amounts overdue from each customer in time brackets of 1 month, 2 months, 3 months, 6 months, 12 months and more than 18 months overdue. This can help you track who are your biggest defaulters and how long they have defaulted for, in turn helping you focus on recovery from bigger clients. You can also export the report into Excel or CSV on an email address of your choice.
Take a look:
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Customer Tab Filtering
How it works:
Now you can filter the Customer Tab by invoice or account manager
Why you'll love it:
1. Find what you're looking for faster
Take a look:
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Invoice Tab Filtering
How it works:
Now you can filter the Invoice Tab by status
Why you'll love it:
1. Find what you're looking for faster
Take a look:
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