Creating Invoice Reminders
- From the menu bar, please select "Invoices" and then choose "Reminders":
- If you have multiple "Customer Groups," please select the customer group you wish to schedule the reminders:
- Click on the "New Reminder" tab:
- When prompted, choose the type of reminder you would like to create
- Please finalize the delivery option before proceeding to click on "Create Reminder"
- Upon completion of this task, you will receive the following confirmation in the right-hand corner of the screen:
For information on Invoice Reminder Settings, please refer to the article: Invoice Reminders Settings.