When you first open your InvoiceSherpa account, your system is automatically paused so that you can set up your reminder schedule before the system starts sending automatic reminders. You can activate it when you are ready. You can also pause the system at any time.


To activate reminders, complete the following steps:

  1. Go to the Dashboard by selecting Home from the left navigation area.
  2. Select Activate on the right side of the screen.

  1. Select OK in the confirmation window.


To pause all reminders in your system, complete the following steps:

  1. Go to the Dashboard by selecting Home from the left navigation area.
  2. Select System Activated on the right side of the screen.
  1. Select OK in the confirmation window.


You'll also receive an email letting you know that all of your reminder activity is paused.


Note that you can control whether reminders are queued while your system is paused on the Company Settings screen.


To only send new reminders once you reactivate the system, complete the following steps:

  1. Select Settings from the left navigation area.
  2. Select Company Settings at the top of the screen.
  3. Scroll down to the Company Preferences area.
  4. Check the Don't Queue Reminders When System Paused box.