Back to Help CenterManaging Reminders

Setting Up Cadences

Define automated reminder schedules.

What is a Cadence?

A sequence of steps, each with a template and timing.

Creating a Cadence

  • Go to Templates.
  • Scroll to Cadences.
  • Click New Cadence.
  • Add steps with template and days.
  • Negative numbers = before due date.
  • Default Cadence

    Mark one as default for all new invoices.

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