our accounts are spilt up by credit manager, how do I set up a reminder 5 days before the invoice due date and 1 day after the due date for just my accounts?
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To create a reminder for the first condition - 5 days before Invoice Due Date - you will need to create a SmartList Favorite then use that to create a custom reminder. You will need to probably create a SmartList per-credit manager, which means a reminder per credit manager, so you can assign it accordingly.
For the second condition - 1 day after due date - there's already a reminder in place for that called Overdue Invoices, where you can specify the number of days past due.
However, and because you need it to be credit manager specific, you are going to have to create a SmartList per credit manager and use that to create a reminder, similar to the first case.
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