How do I add a new reminder?
A new reminder can be added only for cases based on due date.
- Go to Reminders - Automated Reminders - Invoices.
- You can click on the Turn On button beside any one of the reminders. You can edit the reminder template as per your wish and hit the Save button.
- If you would like to create a new reminder, click on +New Reminder option.
- In the new window, enter the Name of the reminder to be created.
- Select who should be reminded, either you, the customer or both from the Remind drop down.
- Set the due date criteria and modify the content if necessary using Placeholders for help.
- Click on Save.