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Question

Recurring Reminder w/out Setting up a Workflow???

  • June 25, 2026
  • 3 replies
  • 5 views
D

I have to send out an invoice every month for one specific matter and I want to use the “reminder” feature to do so. 

Is there any way to set a recurring reminder every month without setting up an entire workflow for this specific task? 

3 replies

M
  • mbechtelgdwoContributor
  • Contributor
  • June 26, 2026

You could probably set it as a recurring event. It wouldn’t get you a task, but you can set reminders.

Sara Sultan
Smokeball Team
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  • Sara SultanSmokeball Team
  • Smokeball Team
  • June 29, 2026

Hello ​@dcoehins 

I have notified the Billing Product team of your request.  For now ​@mbechtelgdwo ‘s workaround for a calendar event is probably your best bet.

Sara Sultan (she/her), Manager, US Training Team
R
Smokeball Team

Hi ​@dcoehins - I’m on the product team here at Smokeball. I’d love to understand your ask around recurring reminders for invoices. Would you be open to a call so I can learn more about your workflow?
 
Here's my calendar link to schedule some time. Feel free to schedule for 30 minutes or more based on however much time or feedback you'd like to give.
Book here
 
Thanks,
Reena

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