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.

How to Create a Reminder Schedule:

  • 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.

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