Skip to main content
All CollectionsInvoice AutomateOnboarding Wizard
Automatically send a reminder email to the creditor
Automatically send a reminder email to the creditor
Updated over 5 months ago

You have ability to enable to automatically send a reminder email to your creditors as well as customise the reminder email template that is sent to the creditor.

There are two options for creating your reminder email template. The first option is by a creditor type. For example water, strata, EFT and other. This means that any reminders that fall under the set category will receive the same reminder template.

By scrolling down you will see your second option is to setup single creditor reminders. For example you might like a customised reminder email to go out just to the creditor 'Terri Scheer'.

You will find at the top of this settings page the ability to then create the reminder periods for your reminders, for example your water bill reminders would go out quarterly.

Again you can set this up for a creditor type and for an individual creditor.

Did this answer your question?