Auto Reminders

You can also schedule up to 2 auto reminders for documents that are currently in process. This setting can be enabled by default (for all future documents) or on a per-document basis:

  • Enable default auto-reminders: You can enable auto-reminders by default for all future documents by navigating to Business Settings > Expiration & Reminders > Reminders. Check "Enable auto reminders" and specify the schedule for the first and second auto reminder. You can also choose to only auto-remind once.
  • Enable auto-reminders for a single document: When creating or editing an invoice, scroll down to the "Document Settings" section and check "Enable auto reminders" in order to enable auto reminders for the document you are currently editing. The schedule for your reminders can be edited in Business Settings > Expiration & Reminders > Reminders.
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