Changing which reminders you receive

You can set which email reminders you receive, and when they are sent, from 'Settings > Reminders'.

Updating when you receive email reminders

You can select when you are sent email reminders for:

  • Quotes which are in draft (and need to be sent)
  • Quotes which have been sent (and need to be chased)
  • Invoices which are in draft (and need to be sent)
  • Invoices which are overdue (well, you need to paid!)

Just select if - and when - you receive a reminder.

Turning email reminders on or off

If you no longer wish to receive reminders for a particular email, select Never.

Email reminders are sent to the email address you used to sign up to YourTradebase.

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