Free web based project time tracking software, Time Sheet Management Software

Reminders

Reminders can be set for payments due from clients. Reminders can be set as single reminders or monthly and quarterly reminders.

	Images

	To set a reminder:

	From the Reminders/Invoices section, select the New Reminder option

	In the reminder form, select the client name and the service for which the payment is due

	Enter the title of the reminder

	Check/Uncheck the Set Single Reminder option

	Select the date of the first and last reminders

	Set the reminder interval i.e. 1 for monthly reminders and 3 for quarterly intervals

	Enter the payment amount that is due from the client

	Enter comments, if any

	Click the Create Billing Reminder button; in the reminder details preview page, click the Create Billing Reminder Now button to store and add the reminder to the calendar at the specified date.

	View Reminders
	To view a reminder:

	From the Reminders/Invoices section, select the Calendar option
	The calendar for the current month is displayed with reminders marked for specific dates.
	To view the calendar for a specific month, select the month and year from the Quick Jump option.
	To view all the reminders set for the current date, select the Detailed Calendar option from the Reminders/Invoices section. Select the appropriate option to view associated client and reminder details