Set reminders in notes

Tag your colleagues and set reminders for yourself and your team to promote organization and effective collaboration.

Last updated: November 28, 2024

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. They will promptly notify you about a note you added against a record, ensuring nothing slips through the cracks.

1. Set a reminder by clicking Add a 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.

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

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