How to schedule a Reminder

Scheduling a reminder for a client who prefers to do payments on their own

1. Under the Dashboard tab, click the Clients tab. On the Manage Clients page click the pencil icon beside โœ๏ธ Manage for the client you want to schedule the reminder for.

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2. This will bring you to the Client's Information page. On this page click the Payments Schedule tab. 

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3. On the Payment Schedule page click ๐ŸŸฉ Add or ๐ŸŸฉ Add Series. A flyout will appear. Click the box under Reminder Only? Once clicked fill out the following information below and click Save.

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4. Once saved, the clientโ€™s page will appear with the Reminder icons.

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๐Ÿ†˜ ๐Ÿ‘‹ If you ever need help, please feel free to reach out to support@taxpay.ai.  We're here to help you!