Enabling Default Statement Automation Rules
When you create an account on PayorCRM . The app creates a set of default automation rules which can be activated by just one click
To activate them
- 1.Click on "Invoice reminders" in the menu on the left and select "Statement Automation"
- 2.Click on the "Active" / "Inactive" toggle button to activate
- 3.Voila ! PayorCRM will send statements automatically to all your customers based on either the first day of the month or every monday depending on the rule activated
Last modified 4yr ago