How often do notifications get sent?

During the onboarding process or at any subsequent time, you can customize the frequency of notifications. The system's default setting provides alerts at 6, 5, 4, 3, 2, and 1 month(s), as well as 2 weeks before the due date. Additionally, it sends reminders at 1, 2, 3, 4, 5, and 6 months after the due date. These notifications are consolidated into a single weekly email containing detailed tables.

Alternatively, you may opt for quarterly notifications, which provide an overview of renewals due in each month of the upcoming quarter. This option allows for a broader perspective on your upcoming obligations.

Finally, note that notifications can be broken out by end client.  See articles related to "end client" features.

To see the tutorial click here