CHECK YOUR PAYMENT REMINDER REPORT

 Where to Find It

• Navigate to the Reports module in the IN2 system.
  
  
• Go to the Financial section.
  
  
• Click on Payment Reminders.
  
  

What the Report Displays

This report provides a table with the following information:

• Description – Notes or details about the payment reminder.
  
  
• Client Name – The name of the client who owes the payment.
  
  
• Phone Number – Client's contact number.
  
  
• Email Address – Client's email for follow-up.
  
  
• Amount – The total amount that is due.
  
  
• Due Date – Deadline by which the payment should be settled.
  
  
• Actions Column – Where you can take one of the following actions:
  
  
  • ✅ Receive Payment – Settle the payment and record the transaction.
    
    
  • ☑️ Mark as Paid – Confirm the payment was completed outside the system.
    
    
  • ❌ Delete Reminder – Remove the reminder entirely from the list.
    
    

⚠️ No Filters Available

• This report does not have filtering options.
  
  
• It always shows the full list of outstanding payment reminders that exist in the system.
  
  

✅ Why Use This Report?

• Stay updated on all unpaid balances.
  
  
• Follow up quickly with clients before payments are overdue.
  
  
• Maintain clean financial records by resolving or deleting outdated reminders.
  
  

Use this report regularly to manage your receivables and ensure no payments slip through the cracks!