Examples of Email reminder rules

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

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

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

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

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 ]

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 on [email protected] and we will send you a sample screenshot as above