All reminders are system generated, you are able to choose when these reminders are generated by setting your triggers.

To set reminder trigger:

Actions board -> Reminders Tab -> Reminder trigger settings ->Input criteria -> Save Trigger Settings

Customer level reminders trigger settings step by step manual:

1) Go into the actions board select the reminders tab – select reminders trigger settings

2) Input the preferred number of days without customer interaction who has at least one invoice with X number of overdue days

3) Save trigger settings

Invoice level reminders trigger settings step by step manual:

1) Go into the actions board select the reminders tab – select reminders trigger settings

2) Input the preferred number of days for a specific invoice reminder to be triggered. You can several invoice triggers.

3) Always remember to save trigger settings.

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