If you use Skimmer Billing, we just added a new update to help you stay on top of quotes and overdue invoices.
Now, Skimmer shows you when your customer first opens an invoice or quote. This gives you a clearer view of your customer engagement, so you can follow up with confidence, speed up collections, and close more deals.
How it works:
- When a pool owner opens an invoice or quote for the first time, Skimmer automatically records the date. You’ll see this information in Billing → Invoices, where an open envelope icon will appear with the date right below it.
How it helps you:
- Know if and when a customer has seen a quote, so you can follow up at the right time
- See if an overdue invoice has been opened, so you can take the next step in collections
- No extra steps—Skimmer captures this automatically, no matter how the invoice or quote is opened
Important notes:
It won’t apply to past invoices or quotes, only new ones moving forward It only records the first time an invoice or quote is opened
Let us know what you think in the comments! 