Tallyo guide

Choose when overdue reminders are sent

Review overdue invoices and opt in only the documents you want Tallyo to follow up.

Step by step

1
Save the invoice
The invoice must have a customer email, due date and outstanding balance.
2
Enable reminders for that invoice
Turn on the overdue reminder option only when you want follow-up for this document.
3
Review overdue work
Use the overdue view to see balances that need attention.
4
Check activity
Delivery and reminder activity appears with the document when a send is processed.

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