How can I create a scheduling Invoice reminder/s

1. Navigate to the Invoice Reminders tab on the menu bar

2. Click on the "Create Reminder" tab

3. Then on the right-hand side select the customer group you wish to schedule the reminders for {if you only have one group of customers then that will be the default group for all reminders}

Or you can create a new Customer Group. For further instructions on this see:How to Add/Update a Customer Group

4. Now to create the reminder click the "+ Create a Reminder" tab

5. From the pop-up window select what type of reminder you wish to create

6. Here you can choose either "Email or SMS" and finally either pick one of the pre-selected templates or you can create one tailored for your customers

Once this is successfully completed you'll get the following confirmation in the right-hand corner of the screen

7. Once you are satisfied with the reminders you have scheduled be sure to go over your Reminder Settings. For further information on Reminder, Settings see the article: Invoice Reminders Settings.

If further instructions are needed please see the following video: Customizing Your Invoice Reminder Schedule.

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