To set up Auto Reminder for specific customer on Web, please follow the below mentioned steps:
Step 1 : Go to Settings from the home.
Step 2 : From the Settings page, click on Auto Reminders under the General Settings section. Then, click on + Add Reminder.
Step 3 : In the Add Auto Reminder window, configure the reminder by selecting the Reminder Start Date, Reminder For, customers, repeat frequency, and reminder time based on your requirements. Enable WhatsApp and/or Email notifications .
Step 4: Select the Reminder For option based on your requirement. You can choose Invoice, Quotation, or Outstanding Balance to specify the type of document for which the reminder should be sent.
Step 5 : Set the Repeat Reminder frequency and choose the preferred Reminder Time. Then, enable WhatsApp and/or Email notifications as required. If you enable email reminders, select the appropriate Email Template. Once all the details are configured, click Save & Update to create the Auto Reminder.
After clicking Save & Update, the Auto Reminder will be created successfully and displayed under the Reminders To Party section.
Please note that 0.20 message credits will be deducted for each reminder sent .
To change email template , kindly refer to this article below.