> For the complete documentation index, see [llms.txt](https://help.payorcrm.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.payorcrm.com/setting-up-invoice-reminders.md). # Setting up Invoice reminders To setup automated invoice reminders you will need to 1. [Setup an Email template ](https://help.payorcrm.com/setting-up-invoice-reminders/customising-email-templates) 2. [Setup an Email automation rule](https://help.payorcrm.com/setting-up-invoice-reminders/create-custom-email-automation) **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 ## --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.payorcrm.com/setting-up-invoice-reminders.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.