Total outstanding
—
Waiting for QuickBooks
Accounts receivable
Good afternoon
Synced 2 min ago
Overdue
—
Waiting for QuickBooks
Expected this week
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No connected records
Needs attention
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No connected records
Receivables requiring action
Prioritized by due date and current status
| Customer | Invoice | Balance | Overdue | Status | |
|---|---|---|---|---|---|
| Connect QuickBooks Online to load outstanding invoices. | |||||
Activity
Latest account updates
No activity yet
Live payment and email activity will appear after connections are authorized.
Follow-ups
Review each message before it is sent to a customer.
No follow-ups
Connect QuickBooks to identify invoices requiring attention.
No message selected
Live drafts will appear here after the connections are authorized.
Customer replies
New messages automatically pause related reminders.
Inbox not connected
Authorize Lucas's Google Workspace mailbox to monitor customer replies.
Settings
Control how follow-ups are prepared and approved.
Operating mode
Every customer email currently requires approval.
Email identity
- From
- Lucas Bennett
- lucas.bennett@palladiumgroup.ca
- Mandatory CC
- ar@palladiumgroup.ca
Reminder timing
Friendly reminder7 days overdue
Second follow-up21 days overdue
Accounting review45 days overdue
Connections
Q
QuickBooks Online
Not connected
G
Google Workspace
Not connected