Managing Reminders

You can manage the reminders by performing actions such as editing and deleting reminders using the following steps.


1.  Navigate to Configurations > Finance Configuration >  Invoice & Payment Request on the Navigation Menu.  


The  Invoice & Payment Request page is displayed. 



Here, you can view the list of reminders that are added with their current status, reminder name, schedule, and type of reminder.


2.  To edit a reminder, click the  icon in its row under the Actions column.


The Edit Reminder is displayed.



3.  Make the necessary changes to the fields and click SAVE.  For more information on the fields, refer to Adding a Reminder.

4.  To delete a reminder, click the  icon in its row under the Action column.


The Delete Reminder dialog is displayed.



5.  Click YES.


The reminder is deleted.


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