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.

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