Managing "Workflows"

The "Workflow" section lets you create new workflows, customise your view, and manage existing workflows.

Your account comes preloaded with our minimum recommended workflow including an invoice ready reminder, 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. Narrow your view to the desired workflow
2. Search by Event, Trigger, or Template type
3. Create a new workflow for Invoices, Credit Memos, or Monthly Statements
4. Use the dropdown to see the workflow for a specific Customer Group
5. Edit, Delete, or View the Template in your management options.