Future Alert Option?

HelenaC

I have a tenant that prepaid until the end of Feb. 2025 and wants a call before the end of February to remind him to pay for March. Is there a way for Sitelink to notify me in February to call him?

storable_support

Hi @HelenaC - You can add a note in Operation, Payments, Notes. When adding the note you can set a reminder for that to appear on the Calendar. If you need additional help, please don't hesitate to give us a call. 

MamaDuke7

You can also just set him up to receive an invoice 2 weeks before his due date.  Then mid-February he will get that.

But I just use the Reminder feature in the notes for things like this.