Allocating follow up tasks manually
You can allocate follow up tasks to your team members as below
Step 1 : Go to Manual collect module - Select the customer who needs to be followed up
Step 2 : Select a few invoices for which the follow up task is being created and click on "Create Follow up Task" button
Step 3 : Select the user to allocate the task to along with a "Task Title" and "Description" in the "Create Task" popup as below
On the day the task is due the user will receive a Task reminder email as below with invoices attached
Last modified 3yr ago