Reminders are automatically added.
1. From the ‘Billing’ section (left navigation bar)
2. Search and click on the desired invoice
3. Click on ‘Reminders’
4. Click on ‘Edit reminders’
To delete reminders, click off both options for reminders, and click ‘Schedule reminders.’ When viewing your invoice, it will not say ‘Reminders applied’ under the balance due.
Reminders may also be added in the contacts or matter dashboard by clicking on the desired contact/matter, then the desired invoice, then the ‘Reminders’ tab, and ‘Edit reminders’.
This same feature may be accessed by clicking on the ellipsis menu next to the desired invoice and then ‘Schedule reminders.’
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