Creating Invoice Reminder Workflows
This article will guide you through the process of creating an Invoice Reminder Workflow.
- Proceed to the "Workflows" tab found under the Invoices section in the menu
- First, choose the type of reminder you would like to schedule.
- Invoices
- Credit Memos
- Monthly Statements
- Next, click the "New Reminder" button
- The next step is to choose the type of reminder you wish to send
- Select the method of sending the reminder and specify the recipient.
- Email or SMS
- Customer Group or Internal Address
- You have the option to send the reminder via email or sms.
- Select whether to send the reminder to a customer group or an internal email address.
- Select the email template that you would like to use for the reminder. Your account comes preloaded with 6 different default templates to choose from, or you can create your own
- To finish, select "Create Reminder".
Congratulations! Your reminder has been successfully created. You can now view and manage all the reminders that you create on the workflows page.
For additional details regarding Reminder Settings, please refer to the article: Reminder Settings