Using the default Invoice Reminder
When you create an account on PayorCRM . The app creates a set of email automation rules which can be activated by just one click
To activate them
- 1.Click on "Invoice reminders" in the menu on the left and select "Email Automation"
- 2.Click on the "Active" / "Inactive" toggle button to activate
- 3.Voila ! PayorCRM will send email reminders automatically to all your customers based on Invoice due /overdue days