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Reminder Schedules
The Reminder Schedule is used to set up a reminder for customers regarding their billing. For example, create a Reminder Schedule for invoices that are past due or for upcoming renewals of services, memberships, or software. This is a helpful reminder to customers that a penalty could be incurred if not paid on time. The Reminder Schedule is assigned to the Subscription Schedule and is displayed on the Invoice when it is created.
- Navigate to Subscription and Recurring Billing Management App --> Schedules --> Reminder Schedules --> Click on ‘New’ button.
- Enter the required information.
- Name: Give any appropriate name for the Reminder Schedule.
- Reminder Rule: The Rules section includes the information user have created for each reminder.
Last modified 11mo ago