PayorCRM Guide
  • Introduction
  • Connecting PayorCRM to your Accounting Software
    • QuickBooks Online
      • Data sync
      • Sync Processing fees
    • QuickBooks Desktop
      • Data sync
      • FAQ - QB Desktop Setup/Sync
    • Netsuite
      • Obtain Consumer Key and secret
      • Obtain Token key and secret
      • Add PDF generation Restlet code to Netsuite
      • Optional Steps
        • CC Processing fees sync
        • Obtain Netsuite subsidiary id
    • Other accounting software
  • Setting up payments
    • Setting up Stripe
    • Setting up Authorize.Net
    • Setting up QuickBooks Payments
    • ACH - Direct bank integration
    • Setting up Braintree card processing
    • Setting up Cybersource card processing
    • Other payment service providers
  • Setting up Invoice reminders
    • Quick step by step Tutorial
    • Sample Email reminder rules
    • Setup Email Templates
    • Using the default Invoice Reminder
    • Rule creator UI
    • Sending an invoice reminder manually
  • Setting up Automated statements
    • Quick step by step tutorial
    • Sample Statement rules
    • Enabling Default Statement Automation Rules
  • Setting up Auto/Recurring payments
  • Inviting customers to your Billing portal
    • Quick Video Tutorial
    • Inviting customers automatically
    • Inviting customers manually
      • Invite customer using self registration link
    • Multi customer account access
  • Manual Collections
    • Track Invoice opens/Email opens
    • Adding Collection Notes
    • Share files with your customer
      • Link Shared files to invoice
    • Allocating follow up tasks manually
  • API integration
  • How customers pay you
    • From within email using saved card/bank acct
    • Through Customer Portal
  • Branded Customer portal
  • Miscellaneous
    • Managing customer access
  • Advanced settings
    • Using your own Email Server
    • Credit Card surcharge and Late fees
    • IMAP settings
  • FAQ
    • Email Payment Link Errors
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  1. Setting up Invoice reminders

Rule creator UI

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Last updated 10 months ago

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The rule creator UI allows advanced rules to be created based on business need .The below guide will help users create advanced rules

The below screenshot shows the UI of the rule creator view

AND / OR operator (1) - The 'AND' , 'OR" operator defines whether you want the rules to be AND'ed or OR'ed

Add Rule / Add Group (2)

Add rule - Adds a single rule ( for eg: Invoice overdue by 10 days)

Add group - Allows you to add a rule group containing multiple rules within

A Single Rule (3) - A single mathematical rule ( for e.g. Amount > 100 )

Item 3 shows an example of a rule added in the rule creator ( invoice amount greater than 1000)

A Rule group (4)

Item 4 shows an example of rule group ( invoice due in 5 days OR Invoice overdue by 10 days )