Enter a follow up date

A follow-up date lets you set a reminder on a customer invoice so you can contact the customer between normal servicing. You can then run a report to see all upcoming follow-ups.

Step 1: Set the Follow-Up Date#

1. Before processing the invoice, find the Follow Up Date field on the invoice.
2. Click the Calendar icon or type the date directly into the field.

Step 2: Add a Follow-Up Note#

1. Click the green Note icon next to the follow-up date.
2. Enter a description or reason for the follow-up.
3. Click the green Done button.

Step 3: Run the Follow-Up Report#

1. Go to Reports > Business Reports > Workshop Reports.
2. Open the Follow Up Report.
3. Enter the date period you want to review.
4. Click the green Printer icon to generate the report.

Good to Know#

• Follow-up dates must be set before processing the invoice.
• Use the Follow Up Report regularly to stay on top of customer contact and never miss a follow-up opportunity.
• Adding a note helps your team understand why the follow-up is needed when they run the report later.

Frequently Asked Questions#

Can I change a follow-up date after setting it?#

Yes, as long as the invoice has not been processed, you can update the follow-up date and note at any time.

Will I receive an automatic reminder?#

There is no automatic pop-up reminder. You need to run the Follow Up Report periodically to see upcoming follow-ups.

Also Explore#

• Job Management - Feature Overview
• Dead Simple Invoicing - Feature Overview
• Workshop University: From Whiteboard to Digital - Modernising Your Job Management
• Getting Started: Customer Workflow Guide