Track Unpaid Invoices

PracticeQ offers two ways to track unpaid client invoices.

Option 1: Add the Pending Invoices Widget

1. From your Dashboard, click Edit Dashboard on the top right.
2. Click Dashboard Library...
3. Locate the Pending Invoices widget and click + Add to Dashboard.
4. Click and drag the Pending Invoices widget to your desired location on the Dashboard.
5. Click Save Layout.

Your unpaid invoices will now be visible on the Dashboard for one-click access.

Option 2: Create a Task

1. Click the Tasks icon on your toolbar. It appears as a checkmark within a circle.
2. Select My Tasks, Unassigned, or Others.
3. Click New Task.
4. Enter the following:
   
   1. Task Description
   2. Assign to: (if not assigned to you)
   3. Priority
   4. Due Date
   5. Time due on Due Date
   6. Notes
5. Click Save Task.

Set Task Reminders