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.
Note : Please ensure that "OR" condition is selected in this case
Note : Please ensure that "OR" condition is selected in this case
