Working with Reminders

Overview of Reminders
Reminders are the core of how InvoiceSherpa helps you get paid. Reminders are the automatic actions that you can customize. To work with reminders, sele...
Wed, 27 Sep, 2017 at 11:35 AM
About the Scheduled Actions
You can schedule a number of different actions in your customized automatic reminder schedule, including: Send Invoice Email Reminder - This action s...
Wed, 27 Sep, 2017 at 11:34 AM
Activating or Pausing All Reminders
When you first open your InvoiceSherpa account, your system is automatically paused so that you can set up your reminder schedule before the system start...
Mon, 23 Oct, 2017 at 4:41 PM
Creating a Customized Reminder Footer
You can replace the footer on all reminders to look like the reminders come from a specific person. To create a customized reminder footer, complete ...
Wed, 1 Nov, 2017 at 1:15 PM
Defining When Reminders are Sent
InvoiceSherpa sends reminders on a continuous basis by default. But you can have reminders sent on certain days instead.  To define when reminders ar...
Wed, 1 Nov, 2017 at 12:42 PM
Suppressing Invoices for Small Amounts
To keep the system from sending automatic reminders for smaller invoice amounts, complete the following steps: Select Settings from the left navigation a...
Mon, 23 Oct, 2017 at 4:45 PM
Controlling Invoice Ready Reminders
There are two company preferences that control how Invoice Ready reminders are sent. To control your invoice ready reminder settings, complete the followi...
Mon, 23 Oct, 2017 at 5:24 PM