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Examples of Email reminder rules

1. Invoice reminder rule to send all invoices due in 5 days to all customers [ Applies to all customers ]
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2. Invoice reminder rule to send all invoices overdue by 3 days to all customers [ Applies to all customers ]
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3. Invoice reminder rule to send all invoices overdue by 3 days or 5 days or 10 days  to all customers [ Applies to all customers ]
Note : Please ensure that "OR" condition is selected in this case
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4. Invoice reminder rule to send all invoices due in 1 day to customers of the category "VIP customers" [ Applies to VIP customers ]
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5. Invoice reminder rule to send all invoices due in 4 days to customers of the category "VIP customers"  or "Repeat customer" [ Applies to VIP customers / Repeat customers ]
Note : Please ensure that "OR" condition is selected in this case
If you need help with setting up a rule different from the above , Please reach out to us at [email protected] and we will send you a sample screenshot as displayed above

Setup Email Rules

Creating Advanced Rules

Last modified 3yr ago

Examples of Email reminder rules

1. Invoice reminder rule to send all invoices due in 5 days to all customers [ Applies to all customers ]

​

2. Invoice reminder rule to send all invoices overdue by 3 days to all customers [ Applies to all customers ]

​

3. Invoice reminder rule to send all invoices overdue by 3 days or 5 days or 10 days to all customers [ Applies to all customers ]

​

4. Invoice reminder rule to send all invoices due in 1 day to customers of the category "VIP customers" [ Applies to VIP customers ]

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5. Invoice reminder rule to send all invoices due in 4 days to customers of the category "VIP customers" or "Repeat customer" [ Applies to VIP customers / Repeat customers ]