Settings

Organization

Organization Details

General Configuration

General Fields Metadata Reports Budgets Aging Reports

Accounting

Chart of Accounts Cash Reconciliation Accounts Receivable Invoices Collections Accounts Payable Close Management Intercompany Country Tax Codes

Integrations & API

Integrations Banks API Access OAuth Clients Connected Apps Webhooks External References Lumen Connect Data Migration Agent

Controls & Compliance

Members & Roles Approval Workflows Audit Log

Settings

Accounting

Collections

Customer follow-ups

Follow up on overdue invoices

Start after (days overdue)

Follow up every (days)

Escalate after (reminders)

Chase settings

Minimum overdue amount

Reminders aren't sent for customers owing less than this.

Skip disputed invoices

Default sender

The From of reminder emails.

Name

Email