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-day before due reminder, an invoice due reminder, a 7-day past due reminder, a 14-day past due reminder, and an invoice paid notification. These may be used as-is, or customised 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.