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Note

Even though the settings for each reminder step will override them, the following settings must be configured for the feature to work as intended

  • “reminderProduct” (standard reminder product for invoices and RCP invoices)

  • “reminderProductAg” (standard reminder product for direct debit invoices)

Note

Custom reminder steps provide better control, and more customizable messages than the follow-up points for due invoices. Make sure to disable the follow up points so that customers are not sent duplicate messages.

Configuring steps

Step number is an auto increment field. Users cannot edit it.

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