Setting up Invoice reminders

To setup automated invoice reminders you will need to

Email Rule - This defines the rule based on which the application determines which invoice(s) needs to be sent in a reminder email and on what day it needs to be sent as well as the customers it needs to be sent to.

Example of an email rule - Send all customers categorized as "slow paying " email reminders 5th or 10th day the invoice is overdue

Email Template - This feature allows you to customize the look and feel of an email reminder completely

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