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.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us