Managing "Workflows"
The "Workflow" section allows you to create new workflows, customise your view, and manage existing workflows.
Your account comes preloaded with our minimum recommended workflow consisting of an invoice ready reminder, followed by a 7 days before due reminder, an invoice due reminder, a 7 days past due reminder, a 14 days past due reminder, and an invoice paid notification. These may be used as-is, or customized to fit your requirements.
- #1 - You have the option to narrow your view as to the workflow you wish to view
- #2 - You can search by Event, Trigger or Template type
- #3 - This is where you can create a new workflow for Invoices, Credit Memos, or Monthly Statements
- #4 - If you've created "Customer Groups," simply use the dropdown to see the workflow for that specific group
- #5 - You have the option to Edit, Delete, or View the Template in your management options.
