Nimble offers a remarkable solution which makes your invoicing practice easier. “Invoice Automation” feature is directly linked to the timesheet system and just within a single click, all the timesheets can be converted to invoices which can be sent directly to your clients from Nimble. Steps
Login to your account
Navigate to ‘Customers’
Select ‘Invoice Automation’
And then, select Corporation, Profit Center and Customer: Consultant
Nimble offers exceptional AR Follow up feature, which can be managed through the alert settings where in you not only can track the aging of invoices but also send reminders to your clients as well.
Steps
Navigate to ‘Profile’ icon, which is placed on the right-side top of the window.
Click on ‘Alert Settings’
Go to ‘AR Settings’ from the left side menu
Configure the Follow-up Frequency Range
Click on ‘Save’
Now navigate to ‘Customers’ >> ‘AR Follow-up’
Select Corporation, Customer and Consultant
Click on ‘Get’
As per the configuration, the system will display the overdue Invoice Information below.
Expand them by clicking + and select the particular Invoices
Nimble’s Accounts Receivables alert system notifies you on aging invoices and allows you to send reminders to clients for the due payments. You can create custom alerts for the same with a single click. You’ll never miss on your accounts receivables with Nimble, which enables streamlines revenue flow into your business.
Steps
Navigate to ‘Profile’ icon, which is placed on the right-side top of the window.