Invoice reminders is a Gem that can be activated for free from the Holded Store. Learn more about this feature here.
Learn here what are invoice reminders and read this article to know how to create and test them
Get there
- Go to Sales on the navbar
- Click on the three dots button ( ⋮ )
- Select Reminders
- Select your reminder from the list
Edit or delete invoice reminders
Edit an invoice reminder
- Click on Edit
- Change the details about your reminder
- Click on Save reminder
Learn how to test a reminder to check the changes applied
Delete an invoice reminder
- Click on Edit
- Select Delete
- Confirm that you want to delete the reminder
