Create Customer
Reminders (Tools Menu)...
Create
Reminders allows
you to set up MacInvoice to automatically inform you when it's
time to bill selected clients.
When you
select Create Customer Reminders you will be presented
with the screen at right. Here you have the option to Create
Reminders or View All Reminders.
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This
screen will contains a list of all your customers. Highlight one,
then click Create Reminders. You will then see the screen
at left, which allows you to add the necessary criteria to the
reminder.
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When
you check your reminders, the screen at right will appear and display
your reminders for the day. It will continue displaying a reminder
until you select the reminder and press the Update button.
At that point, the reminder will be updated to the next scheduled
day. |
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