Activating an Email Reminder

Objective

After completing this lesson, you will be able to configure an email reminder rule.

Activate an Email Reminder Rule

To activate an email reminder:

Steps

  1. Navigate to Invoice Admin > Email Reminders and select New.

    Email Reminders screen showing a list of reminder rules with details. The New button is highlighted.

  2. Complete all the required fields. Then, enter the desired message for users in the Email Message section. DO NOT enter specific user information. Instead, use site variables to insert the correct user details.

    Email Reminder setup screen with fields for name, type, rule, frequency, subject, and message content. The message text box is filled in. Save and Cancel buttons are at the bottom.

  3. Continue following these steps until the condition is created, and then select Save.

    Email Reminder setup window with fields for name, type, rule, frequency, and message. The Save button is highlighted at the bottom right.

Learning

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