Working with Reminder Schedules

Reminder schedules create the automatic actions that make up the core of the InvoiceSherpa system.

Scheduling Before Due Date Actions
To schedule automatic actions that should happen before a customer's invoice is due, complete the following steps: Click on the blue action icon in ...
Mon, 18 Sep, 2017 at 10:43 AM
Scheduling After Due Date Actions
To schedule automatic actions that should happen after a customer's invoice is past due, complete the following steps: Click on the blue action icon...
Mon, 18 Sep, 2017 at 10:44 AM
Editing a Reminder Schedule
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 ...
Wed, 27 Sep, 2017 at 11:33 AM
Deleting a Reminder From Schedule
You can remove an action from your reminder schedule if you no longer want it to be performed. To delete a reminder schedule, complete the following ste...
Mon, 18 Sep, 2017 at 10:47 AM