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Setting Up Reminders

Automatically send payment reminders based on cadences.

Quick Start

  • Create a Template in Templates.
  • Set Up a Cadence with timing rules.
  • Enable Reminders for automatic sending.

    • Manual Reminders

    Send from any invoice detail page.

    Best Practices

  • Friendly reminder before due date
  • Follow up 7 days after
  • Escalate at 30 days
  • Phone follow-up past 60 days

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