To schedule automatic actions that should happen before a customer's invoice is due, complete the following steps:
Drag the icon to the green Actions Before the Invoice is Due section.
If the action you selected allows you to define the number of days before an invoice is due that this action should be performed, enter the number of days in the Days Before Invoice is Due field.
- Preview what the reminder will look like and edit the template, if desired.
- Select Update Action.