Introduction
Connecting PayorCRM to your Accounting Software
Setting up payments
Setting up Invoice reminders
Setting up Automated statements
Setting up Auto/Recurring payments
Inviting customers to your Billing portal
Manual Collections
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
FAQ
- Email Payment Link Errors

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Setting up Invoice reminders

Sample Email reminder rules

PreviousQuick step by step Tutorial NextSetup Email Templates

Last updated 7 months ago

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 ]

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 ]

If you need help with setting up a rule different from the above , Please reach out to us at solutions@payorCRM.com.