Automated Invoice Reminders
Automated Invoice Reminders automatically send payment reminder emails to families, progress invoice statuses, and optionally cancel severely overdue invoices. This feature reduces manual billing work while maintaining consistent communication with families.
Automation Settings Tab
The Automation Settings tab controls when automated processes run, which automated imports are enabled, and how imported data is handled during daily synchronization.
Exports
Exports allow you to generate CSV and PDF outputs from your Manage1to1 data. These are commonly used for reconciliation, analysis, billing workflows, and sharing data outside of Manage1to1.
General Tab
The General Tab controls system-wide Help Desk behavior, including portal availability, ticket lifecycle automation, security settings, and user interaction preferences.
Low Stock Alerts
Low Stock Alerts notify administrators when parts inventory falls below configured reorder levels. This helps ensure you have the parts needed for repairs without manually monitoring stock levels.
Manage Departments
Help Desk Departments define how tickets are organized, routed, and optionally created via email.