Turning off reminders for a member

Sometimes you will want to exclude a member from receiving reminders about an outstanding invoice. This is as simple as flicking a switch.

To get started, click Invoices in the sidebar and select the invoice that contains the member invoice you want to exclude from reminders.

You might find it easier to find the member first and then select the invoice you want to exclude from reminders from their page.

With the Recipients tab selected, click on the member invoice you want to exclude from reminders.

When the invoice appears, click the Reminders toggle so that it is in the OFF position (i.e. greyed out).

Note that when you do this the Send reminder link in the Options dropdown is also disabled.

When you’ve done this, click Close or click off the invoice to close it.

Closing the invoice will return you to the invoice page where you will see that the member has a crossed out bell icon shown on their row. This is signify that the invoice will be excluded from reminders.

When you click Remind now to send reminders to members with outstanding invoices, you will see that you can’t select members with the crossed out bell icon.

To remove the crossed out bell icon and include the invoice in future reminders, click the invoice and when it appears, click the Reminders toggle so that it is in the ON position (i.e. blue).

When you’ve done this, click Close or click off the invoice to close it.