From the Client Manager Dashboard click Email Client Base to open the corresponding window. Choose a recipient group using one of the available filters: All Clients – Sends to every client in your database. With a Balance – Targets clients...
Overview Ubersmith supports using Microsoft 365's SMTP Connector to send outgoing email. This configuration allows you to leverage Microsoft 365's email infrastructure to improve delivery reliability and reduce the risk of emails being...
Creating an Overdue Notice Schedule What Are Overdue Notices? Overdue notices are automated alerts sent to clients when an invoice has passed its due date. These are triggered by Ubersmith based on the due date of the invoice. How to Configure...