Reminders About Outstanding Payments
E-mail payment reminders
E-mail payment reminders are sent automatically to clients who have outstanding payments.
Enabling payment reminders
Go to Settings → Communication. In the Information for clients section, switch the toggle next to E-mail payment reminders from No to Yes.
A pop-up will appear showing which participants (active and inactive) currently have arrears.
Click Enable reminders to confirm and start sending reminders, or use Check participants to review the list of clients with arrears first.
Configuring the reminder schedule
You can set the day and time when the reminder is sent. Click the grey pencil icon next to the toggle to open the configuration options.
If you have online payments configured, a payment link will be included in the reminder automatically. If your clients cannot pay online, you can add your bank account number or other payment details to the message content instead.
SMS payment reminders
Once the e-mail reminder is enabled, an option to also send automatic SMS reminders will appear. The SMS reminder does not include a payment link — it notifies clients that the payment details are in the email. Click the chat bubble icon (next to Yes) to preview the SMS message content.
Delivery summary
After automatic payment reminders are sent, you will receive a notification. Click it to open the email campaign summary, where you can see who received the reminder, what the message content was, and who the messages could not be delivered to.
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