2. Select "Reminder Automation" under Billing

3. Click on "New Rule" to Create an Invoice Automation

4. Click on 'Add Children' to select the ones you want to include in the invoice automation

5. You can filter by Room, Group, Status, or whether a rule has already been assigned

6. Select the Children

7. Click on"Add children"

8. Add a "Rule Name"

9. Select Repeat every to choose from: Monthly, Weekly, Bi weekly, Twice per month, Daily, or by Term

10. Each period has its own criteria. For example, if you choose 'Term,' you can select the date range, invoice creation date, and invoice due date

11. Choose the Next creation date for the invoice to be created

12. Select whether you want the invoice to be created for the previous, current, or next month

13. Add how many days after is the due date of that invoice

14. You can add reminders by clicking on Add another reminder

15. And select the number of days before or after the due date that the reminder will be sent

16. Select one of three different delivery methods: Email, SMS, or In App Notification

17. Make sure the Invoice automation is Active, and set it as default to automatically assign it to new children

18. Click on "Save"

19. You can check the Status column to see which children have an active automation