Step 1: Click on “Reminders” in the menu

Then click on the + New reminder template button.

Reminder page.png

Step 2: Fill in the reminder template form

Here you set when you want the reminder sent out and what you want the reminder email to say

The reminder form consists of the following:

  1. About
    1. Label - create your own reference.
  2. Schedule When to send the reminder
    1. Set the reminder to anywhere between 7 days before due to 30 days after due.
  3. Sender and recipients
    1. Sender name - defaults to your account’s name, you can change it here.
    2. Sender email address - Defaults to your account’s name, you can change it here.
    3. Cc - option to set the cc for the reminder email
    4. Bc - option to set the bc for the reminder email
  4. Email content: Creates the subject and email body for the reminder. The original PDF invoice will be attached automatically.
    1. Subject - subject line of the email reminder
    2. Email body template - email contents, change as required. Use the tags in the blue box to customise the email.
  5. Actions:
    1. Check on - For Pop Invoice to update your invoice in Notion with the reminder sent date.
    2. Select a date property - select the date property in your invoice table you want Pop Invoice to record the reminder sent date.
  6. Create reminder button Click to save and create the new reminder. This will take you back to the Reminders page (if it doesn’t click again)

reminder2.png

Step 3: Run the reminder

On the Reminders page, click the Paused toggle to set the reminder it to running. .

reminder pause.png

If you want to stop it from running for any reason, click on Running to pause it again.

reminder running.png

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/8a646c6b-59dd-43f2-9468-a2b65d0e53d8/left_arrow.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/8a646c6b-59dd-43f2-9468-a2b65d0e53d8/left_arrow.png" width="40px" /> back to main reminder help page

</aside>