How do I add a new reminder?

You can add a new reminder to alert your customers to make payments for their pending invoices and remind the users in your organization, including yourself, about outstanding bill payments.

To create a new reminder:

• Go to Settings in the top right corner of the page.
• Click Reminders under Reminders & Notifications.
• Click the Invoices tab if you want to create reminders for your customer’s invoices, or click the Bills tab if you want to create reminders for your overdue bills.
• Head to the Automated Reminders section.
• Click + New Reminder under Reminders Based on Due Date. A pop-up will be displayed.
• Name your reminder and pick the recipients from the dropdown.

• Set the duration for the reminder to be sent. This could be either before or after the payment due date.
• Choose the From address and make changes in the content if required.
• Mark the box next to Enable this Reminder to turn it on.
• Click Save.

A reminder will be triggered to the customer to prompt them about their outstanding payments for invoices or to the users of the organization about their upcoming/overdue payments for bills.