Once an action has been scheduled in the Actions Before the Invoice is Due section or the Actions when Invoice is Past Due section, you can edit the number of days or quickly access that reminder template.


To edit a reminder schedule, complete the following steps:

  1. Click on the gear icon next to the action you want to edit.

  1. In the Edit Invoice Reminder screen, enter the number of days in the Days Before Invoice is Due field or the Days After Invoice is Due field, depending on if the action you are editing is scheduled before an invoice is due or when an invoice is past due.
  2. Preview what the reminder will look like and edit the template, if desired.
  3. Select Update Action.