Objective
Automatic e-mail reminders prompt users into action based on a specified time limit. You use this tool to set up the e-mail messages and define the rules that trigger them.
The rule specifies the criteria that trigger the system to send an e-mail message.
Review the following steps to learn how to configure email reminder rules.
Navigate to Invoice Admin > Email Reminders > Rules and select New.
On the Email Reminder Rule step, complete all required fields and then select Next.
On the Conditions step, complete the condition for the rule by adding the following:
Continue following these steps until the condition is created, and then select Done.