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Email reminder for recurring invoices

On the old service, you would email a reminder of a pending auto withdrawal a week prior to the withdrawal.  My parents really liked it.  They appreciated the reminder.  The new system doesn't have that option.

  • Guest
  • Sep 13 2017
  • Already exists
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  • Guest commented
    5 Mar, 2021 07:39am
  • Guest commented
    13 Sep, 2017 06:45pm

    Do I have to set up each customer individually, put in each person's
    amount, etc?


    God Bless and Keep dancing,

    Christina Maria, Director

    _ SOVEREIGN __B__a_llet

    2539 West 12th Street
    near Yorktown Centre
    Erie, PA 16505

    Summer 2017 Schedule [2] [3] [4]

    Class Schedule 2017-2018 [5]

  • Allie Klarman commented
    13 Sep, 2017 06:38pm

    To set up the reminder notifications for recurring you go to Settings, then click on the Invoice tile. At the bottom of that page you will see reminder notification settings for both before the recurring plan is going to run and if it is past due you can set up a notification for how many days after.