V3 Invoices List Screen – Reminders

Reminders on an Invoice is a flag that is meant to remind you to take some kind of action on the Invoice. There are three types of Reminders:

  • Review - this will flag the Invoice for review to help you make sure you take a look at the Invoice before it's sent to the Client. mceclip0.png
  • Email - this will flag the Invoice to notify you that it needs to be emailed to the Client. If this Reminder is in place, the action status on the Invoice List will be "Email". mceclip1_-_2020-11-12T153749.176.png
  • Print - this will flag the Invoice to notify you that it needs to be printed for the Client.  If this Reminder is in place, the action status on the Invoice List will be "Print". mceclip2__95_.png

If an Invoice is not set to have a Reminder added by default, you can add them on the individual Invoice level. From the Invoice Review overlay, click Advanced Actions > Reminders. Add whichever Reminder you need. The overlay will refresh and add a banner to the top of the Invoice preview. If you need to delete the Reminder, click the "x" on the banner.

On the Invoice List, you can remove Reminders for a single Invoice or in bulk. Select at least one Invoice then click Advanced Actions. Open the Reminders dropdown list:

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If you clear the email or print Reminders it will change the action status on the Invoice List to "Sent" regardless of whether the Invoice was actually emailed or printed. 

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