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Finance Module (Basic)
Setup custom overdue thresholds for the quote and trip feasibility for invoices
Setup custom overdue thresholds for the quote and trip feasibility for invoices
Matt Slosky avatar
Written by Matt Slosky
Updated over a week ago

  1. Go to Finance > Settings > Configuration

  2. Setup the number of days overdue an invoice needs to be to show as a warning and critical item in the quote and trip feasibility. For each threshold, individuals and/or groups can be set to receive notifications when these thresholds are met.

Ref: F-F06

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