Reminders can be added to clients to help you quickly note important items during your billing. You can add a reminder following the steps below.
Note: users can add reminders on both the Clients page and the Fees page. If you add a reminder on the Clients page, that reminder will remain in place each future billing period until removed. If you add the reminder on the Fees page, it will only be present for the billing period to which the reminder is added and will not be present in other billing periods.

To Edit or Add a Reminder

Go to the Clients or Fees page as desired based on the Note above

Click on the flag icon next to the client for whom you want to add a reminder (you can also access this by clicking Edit Reminder in the pencil menu for the client)

A slideout window will appear

Insert the note in the text box

Save