Available with a ledger connected in the Free Trial, Free Plan, Full Subscription and Add-ons Check-it or Chase-it
1. How can you send invoices and/or statements to your customers?
By default, every reminder in Know-it will be sent with a copy of the invoice and a statement.
Invoice: Know-it will retrieve the PDF of your invoice directly from your accountancy software
💡 If your invoices are not generated in your accountancy tool: Know-it can only retrieve the invoice pdf generated by your accountancy tool. You may then want to disable the invoices PDF from being sent with your reminders. See how below in this article.
Statement: Know-it will generate a statement (see below an example of a statement generated by Know-it)
2. How can you disable invoices and/or statements from being attached to your reminders?
To disable invoices and statements from being attached to your reminders:
- Go to Chase-it > Settings
- Scroll to the bottom of the screen
- Select 'Disable Invoices/Statements'
- Click on 'Save your details'
💡 If you have added an expected payment date on an invoice, this invoice will not receive a reminder from Know-it until the expected payment date. This means that this specific invoice will also not receive a statement or a copy of the invoice. Click here to know more about expected payment dates in Know-it
If you have any questions, please reach out to our support team by raising a ticket here.
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