Billing Automation ELITE

Global settings

e.g. remind 3, 7, and 14 days after the due date if unpaid.

SideLedger checks billing status once per weekday (Mon–Fri) on your first visit. In the browser, use Run check now to open mail drafts or send SMS/social messages via your configured webhooks. Optional EmailJS in js/config.js enables hands-free email when configured.

Per-client automation

Choose fixed amount or invoice template. Toggle Email, SMS, and/or Social channels. Social requires Elite webhook setup and client handles.

Activity log