Turn Off Automatic Reminders
Automatic reminders in Rillet help ensure that customers receive timely notifications about their outstanding invoices. However, in some cases, you may want to disable these reminders—either for a specific customer, for all customers, or as the default setting for new customers.
Turn Off Automatic Reminders for a Specific Customer
Follow the steps below to turn off automatic reminders for a specific customer:
Go to Accounts Receivable > Customers.
Select the customer for whom you want to turn off automatic reminders.
In the Settings section, locate the Automatic Reminders toggle and switch it off.
This change will only apply to the selected customer.
Turn Off Automatic Reminders for All Customers
If you want to disable automatic reminders globally, this action cannot be done through the interface. Please contact the Rillet team directly to request a global override.
Set Default Reminder Behavior for New Customers
To ensure that newly created customers do not have automatic reminders enabled by default:
Go to Organization Settings > Invoices > Communications.
Locate the Reminders option and ensure the toggle switch is turned off.
Click Save to apply changes.
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