Automatic reminders

Levels, timeframes, message templates and tracking of reminder sendings.

1. Set reminder timeframes and timesSet, for your branch, when the three automatic reminders go out after an invoice's due date.
2. Write the reminder templatesWrite the subject and text of reminder emails, use variables, attach a document, add the customer portal link and test the sending.
3. Send or reschedule a reminder from the calendarSend a reminder right away, change its date, pause it or delete it from the reminders Calendar tab.
4. Manage the reminders of an invoiceCreate an invoice's reminder profile, track its three reminders, send one right away, change a date or pause them all from the invoice.
5. Track sendings and handle failuresCheck that reminders are delivered, understand why a sending failed, fix the address, resend or close, and view the sending log.