Open notes!
Jun 8, 2023
The significance of open notes.
Open notes refer to outstanding items in the accounting system that have not been associated with an invoice. These could include:
Payments, credit notes, or other pending items.
Maintaining a minimal number of open notes is highly recommended,
as it's easier for the customer to see what is to be paid. Open notes will be featured on today's reminder list with a distinct marker (***), enabling you to promptly address these outstanding items.
If the customer receives simple and accurate information about what they owe, the likelihood of the customer paying upon payment reminders is higher.
The significance of open notes.
Open notes refer to outstanding items in the accounting system that have not been associated with an invoice. These could include:
Payments, credit notes, or other pending items.
Maintaining a minimal number of open notes is highly recommended,
as it's easier for the customer to see what is to be paid. Open notes will be featured on today's reminder list with a distinct marker (***), enabling you to promptly address these outstanding items.
If the customer receives simple and accurate information about what they owe, the likelihood of the customer paying upon payment reminders is higher.