Select the customers and invoices your cadence rules should apply to
Once you've customized your cadences the next step is to assign these rules to your customers and invoices. You can assign a cadence at customer level, which will then apply to all invoices for that customer or to a specific invoice. You can also change and remove cadences at any time.
To assign a cadence, click the "Actions" menu (three dots) on the right side of the Customer List or Invoice List and select "Select Cadence", if a cadences has already been assigned you would select "Change Cadence"
- Batch Actions can also be used to assign cadences, remove cadences, as well as invite customers to their portal or change owners to multiple objects at once. To use batch actions, select the customers or invoices using the check mark on the left then "Batch Actions" menu in the upper left.
- Default Cadence is automatically applied to new customers. To choose a default cadence, click the "Star" icon next to the cadence you would like to be your default. Without a default cadence, invoices for new customers will need to be assigned to a cadence manually.
It is recommended that all steps in your cadence are not using the "Send this reminder automatically" option to when first assigned. When a step in a cadence is not set to send automatically, it will generate tasks that can be reviewed and approved. This will give you an opportunity verify that all content and conditions are correct. when you are ready you can edit the cadence to send any step automatically.
We would be happy to review your cadence settings and give you a quick overview of the other powerful tools Armatic has to offer. Please schedule a 15 minute orientation below.