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Knowledge Base |
Widget - First Draft Past Due
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This article will guide you in using the First Draft Past Due Widget on your dashboard.
Requirements - A Master Admin login or a staff type that has permissions to add/view this widget to their dashboard.
The First Draft Past Due widget will display any customers that have had their first draft payment go past due. This gives you a quick way to monitor the health of your recently closed deals and make it easy to follow-up to get the customers payments back on track.
Related Articles:
Manage Your Dashboard
Complete Widget Directory
Requirements - A Master Admin login or a staff type that has permissions to add/view this widget to their dashboard.
First Draft Past Due Widget
The First Draft Past Due widget will display any customers that have had their first draft payment go past due. This gives you a quick way to monitor the health of your recently closed deals and make it easy to follow-up to get the customers payments back on track.
Related Articles:
Manage Your Dashboard
Complete Widget Directory
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