Who owes me money, and who has not opened the quote?
What it does
- You see
- Every open invoice aged into buckets with the reminder already drafted, and every pay app packet checked for what is missing.
- Try
- On a pay app packet, mark the missing lien waiver as attached.
- What changes
- The packet is checked before it goes to the GC, so nothing gets kicked back for a missing lien waiver. Retainage and the lien deadline stay in view.
Also try: the estimate follow-up
Open invoices and collections