How to Setup Follow up Levels

Invoice reminders will work at the base of these follow up levels. Lets see how we can setup follow up levels.

1. Accounting> Configuration> Follow- Up Levels

2. To create a new follow-up level- Click New

3. Fill out the necessary fields.

• Description: This will be the name of the follow-up level
• Remind: Setup when to remind after due date

4. In the notification tab setup the actions; whether the reminder should send via Email, letter (print) or SMS. Then in options, you can check on both automatic and attach invoice. If you want to automate this follow up level you can check on Automatic and If attach invoices is checked, invoices already sent to the customers will be attached with the ​reminder.

5. Go to the Activity tab. (While reminders are nonautomated, you can use this activity scheduling)

• Check on Schedule activity. 
• Select the Responsible person.
• Select the activity type.
• Give a brief summary about the follow up reminder.   

6. Finally you can save the follow-up level

Please note that the content template has been discussed in a separate topic.