Creating Invoice Reminders
- Select "Invoices" from the menu bar, then choose "Reminders":
- If you have multiple "Customer Groups," select the customer group to schedule the reminders:
- Click on the "New Reminder" tab:
- Choose the type of reminder you want to create
- Please finalise the delivery option before clicking "Create Reminder"
- Upon completing this task, you will receive a confirmation in the right-hand corner of the screen:
For information on Invoice Reminder Settings, please refer to the article: Invoice Reminders Settings.