Turning client emails on after an import

Reminders and receipts start off. Here is where they are switched on.

Payment reminders and receipts are off for every new workspace, so entering old invoices never emails a client. Refund notices are the one exception — they only go when you actually refund someone.

1. When your books are current, use the card on the dashboard ("Turn them on"), or Settings → Getting paid → Reminders & receipts.
2. Settings → Notifications → Schedule sets the time of day, how firmly to chase (light, standard or firm), and whether to send a note a few days before the due date.
3. A client who should never be chased can be set to no automatic email on their record.