The To Do List reminds you to perform regular tasks
The To Do List window contains lists of reminders that inform you to perform your regular business tasks on a consistent basis. The window has three views:
- A/R. All sales that haven't been fully paid yet are displayed. Create "payment due" notices that you can send to your customers who have overdue balances. If a customer has more than one overdue amount, only one notice will be created, containing the total amount of all their overdue sales.
- Recurring Transactions. Record recurring transaction such as Spend Money transactions, Receive Money transactions, Transfer Money transactions and Nominal Journal entries when they're due.
- Recurring Sales. Record any of these recurring sales when they're due.
