ARCHIPELAGO had shared a really good suggestion to help us minimize the credit notes.

The request is to have an auto generated email 7 and 3 days before the end of the month to remind the client to reconcile the booking before the month end or before we issue it.

AFFILIRED has this feature where they send the reminder several times before the end of the months and before the month end. It also summarize the list of bookings confirmed in the same email.