How to set a customer's account due date and get the alert

How to set a customer's account due date and get the alert

If a customer agreed to settle their account on the 10th of every month, put that date on their record. Jarbas reminds you on the day.

How to set it

  1. Open the customer under Customers.
  2. Go to the Account tab.
  3. Tap Set Due Date.
  4. Pick the date on the calendar.

Done. From then on the screen shows Due Date: (the date) instead of the button.

The alert

On the day, you get a notification on your phone:

Customer Due Date Alert Your customer bill (name) is due today

The reminder is scheduled on the device where you set the date. If you use Jarbas on more than one phone, set it on the one you normally carry.

Where else it shows up

Customers due today appear in the highlights on the Today screen, so you get the list of who to chase without going looking for it.

If the customer has an active Digital Account, the due date shows up for them on their link too — which sometimes settles the matter on its own.

To change or remove it

  • Change: tap the date and pick another.
  • Remove: tap the x next to the date. The alert is cancelled with it.

It's a single date

The field holds one due date per customer, not a monthly recurrence. Once the customer pays, set the next date.

For instalments with fixed due dates and automatic chasing, the tool is instalments, not this field.



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