Slack recurring reminder5/27/2023 ![]() Invoices that have no specified due dates are not taken into account. Here is a brief analysis of each possible status: Invoices/BillsĪre overdue: Send a reminder for outstanding documents whose due date has elapsed. These options change depending on the type of record you select in the "Send for" field. Reminder typesĮlorus has 5 types of reminders depending on the type of record concerned:įor each type, there are also the corresponding options that indicate the status of the records for which reminders are sent. In order to set up email reminders from the sidebar choose "Settings", select "Reminders" and click the "Add" button. Before we proceed with examples to illustrate how reminders work, let's see your options and explain each one separately. You can send the message to your customers so you can remind them to pay you and forward the message to your team as well.Īll this can be easily and quickly done through Elorus's environment. As an example, you may setup email reminders for outstanding invoices worth more than $500 and have the message sent automatically 10 days after the due date has elapsed. In Elorus you can create an unlimited number of custom, automated reminders to get rid of repetitive tasks such as reminding your customers' balances each month.Īutomated reminders can be sent to your customers, yourself, and/or your team (the other users of your organization).
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