Back to Help CenterManaging RemindersGo to Templates. Scroll to Cadences. Click New Cadence. Add steps with template and days. Negative numbers = before due date.
Setting Up Cadences
Define automated reminder schedules.
What is a Cadence?
A sequence of steps, each with a template and timing.
Creating a Cadence
Default Cadence
Mark one as default for all new invoices.
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