How to Create an Automatic Invoicing Rule.
Navigate to https://portal.parent.cloud/overview
2. From "Settings"
3. Click "Billing" drop down menu
4. Click "Reminder Automation"
5. Click "New Rule"
6. Add a "Rule Name"
7. Select the invoice generation frequency either Monthly, Weekly, Bi-weekly, Twice Per month, or Custom.
8. Select the period of invoicing whether Previous, Next, or Current.
9. Select the due day.
10. Select how many days to send the invoice prior to the invoice due day.
11. Enable Reminders if needed and add as many as you want.
12. Before and/or After the due date.
13. Remove reminders using the trash icon.
14. Set Rule as default.
15. Activate or deactivate the invoicing rule.
16. Save once done.
17. Click the edit button to update the invoicing rule.