Automation based on template
I would like to assign automated payment reminders (and overdue) for specific templates used. Ex. we invoice for several different company's each requiring their own invoicing and payment structure. Company A using A template, wants automated reminders sent every week and past due send 1 day after due date, company b using B template doesn't want any reminders sent.
Jacque
shared this idea
Hi Jacque,
Thank you for posting on our feedback forum.
We totally agree that it would be nice to have reminders customized at customer-level and I shall let the team know about it.
For the specific scenario you’ve mentioned, we would like to offer a workaround. If a customer doesn’t want any reminders to be sent, you can use the “Stop all reminders” option for that customer alone. Kindly take a look at this link:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#stop-reminder
We believe this would help you to some extent :)
If you have any other queries, feel free to reach out to us at support[at]zohoinvoice[dot]com
Cheers,
Reshma.