InvoiceSherpa

Working with Reminders 7

• Overview of Reminders
• About the Scheduled Actions
• Activating or Pausing All Reminders
• Creating a Customized Reminder Footer
• Defining When Reminders are Sent

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Working with Reminder Schedules 4

• Scheduling Before Due Date Actions
• Scheduling After Due Date Actions
• Editing a Reminder Schedule
• Deleting a Reminder From Schedule

Working with Custom Reminder Schedules 4

• Creating a Different Reminder Schedule for One or More Customer
• Assigning a Single Customer to a Custom Reminder Schedule
• Assigning Multiple Customers to a Custom Reminder Schedule
• Deleting a Custom Reminder Schedule

Editing Reminder Templates 4

• Editing Reminder Templates
• Using Script Variables
• Using a Custom Template Style
• Removing the Download PDF Button from Reminders

Working with Statement Schedules 6

• Adding a Statement Schedule
• Editing an Invoice Statement Schedule
• Deleting an Invoice Statement Schedule
• Editing the Statement Schedule Template
• Showing Credit Memos on Statements

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