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.

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