Creating Invoice Reminder Workflows

This article will guide you through the process of creating an Invoice Reminder "Workflow"

• Head over to the "Workflows" tab located under the Invoices section on the menu bar

• Firstly, select the type of reminder you'd like to schedule
• Next, simply click the "New Reminder" button

• The next step is to choose the type of reminder you wish to send:

• In the next window, you can choose how you'd like to send the reminder and who will be receiving it.

• 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 created. You can view and manage all the reminders that you create, here, on the workflows page.

^{For additional details regarding Reminder Settings, please refer to the article: Reminder Settings}