How to set up Reminders Automation

1. Navigate to the Reminders Automation page.

2. Click new to create a new reminder automation.

3. Fill in the code and cadence [how often the automation should run] - this can be daily, weekly, monthly, or custom which can be based on a number of days i.e. 3D or weeks i.e. 6W or months, or quarters, or years. Select the Reminder Term you set up previously.

4. In the Actions tab, click New to make a new action.

5. Fill in the Code and select Create, Issue, or Send, then click OK.

6a. Create Reminder: here you can fill in the description and decide on a number of options. It is recommended to tick Only entries with overdue amount.

You add filters so that this reminder is only created for certain customers or ledger entries.

6b. Issue Reminder: here you can fill in the description and decide on a number of options for replacing the date on the reminder with the date from the original document.

6c. Send Reminders: here you can fill in the description and decide on a number of options. It is recommended to enable Log interaction and to select Overdue Only for Attach invoice documents.

7. Back on the Reminder Automation page, you can change the order of your actions, as well as creating new ones and deleting ones you no longer need (to edit an action, select it in the list and click Setup).

8. Here you can also decide whether you want your automation to stop completely if it encounters an error.