Ask your client about unclear entries

Send the questions

1. 1In the client's transactions, tick the entries you cannot place and click Ask Client.
2. 2Optionally set a Priority and a Query category.
3. 3Type a question against each entry under Your Question — for example, "What is this payment for?" — and add a Message to client if you like.
4. 4Under Evidence Requested, pick the documents the client should keep ready: Invoice / Bill, Payment Proof, Contract / Agreement and so on.
5. 5Click Send to Client. A link is created. Click Copy, or share it with WhatsApp (enter the number with the country code, such as 919876543210) or Email (opens your own mail app).

What your client sees

• A simple page with your name, your message, and each entry's date, narration, amount and your question.
• A box under each entry for their remarks, and Submit Responses at the end. They can answer some entries now and the rest later, but a submitted answer cannot be changed.
• The documents you asked for are shown as a reminder only; the client cannot upload files on this page.
• The link works for 7 days. After that the client sees that it has expired, and you can send a new request.

Using the answers

You get a notification when the client replies, and the Dashboard shows how many requests are still waiting. Open Sent to Client:

• The tiles show requests that are Open, Partly answered, Expired and Answered.
• Expand a request to read each answer. Choose a ledger with Select ledger... and click Accept — the ledger is applied to the entry and remembered for next time. Accept All applies every answer that has a ledger chosen.
• Copy Link and WhatsApp share the link again. Remind only keeps a count of reminders — please share the link again yourself.
• Delete a request with the bin icon; its link stops working at once.