How to Send a Reminder

  1. On the dashboard, select the navy “Awaiting Counterparty” or red “Counterparty Disagrees” box.
  2. Select particular invoices by clicking the square next to the specific Tie Out ID number or select all by clicking the square next to “Tie Out ID/Invoice #” title.
  3. Click “Send Reminder”.
  4. Type an optional reminder message in the “Additional Notes” pop up.
  5. Click green “Send Reminder” button on pop up.

Need more assistance?

Live Chat

Click the icon in the bottom right corner

Call us


Send us an email