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Set reminders in notes

Learn how to set reminders in Notes to promote effective collaboration.

All plans and trial - excluding Care

Setting reminders for notes added to invoices or customers from the specific invoice or customer page is important. These reminders are not just a feature, they are a crucial tool in keeping you organized and on top of your tasks. 

  1. Set a reminder by clicking Add note when viewing a specific customer or invoice.  
  2. Use the calendar under Reminder to select the date and time you'd like to receive the Reminder. 
  3. Click Save note.

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Reminders are sent according to the time zone you selected when you began chasing. You can view your time zone in Timings and change it in your Organization settings.

Change whether or not you receive notifications via email in your notification settings.

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