A payment reminder is a communication sent to remind the customers about an overdue payment. It includes Transaction Number, Amount Due, Due Date and other information.
Select the Payment Reminder in OBO.
Auto Remind Invoice will work according to the due date.
Fields Description
| Fields | Description |
|---|---|
| Send Remind Every Day HH:mm | Specify the time for the reminder to be sent every day. |
| Remind After ___ Days of Invoice Due date | Set reminders based on the due date of invoices, with the flexibility to specify how many days after the due date a reminder should be sent. |
| Remind Again for Every ___ Days of Invoice Due date | To Decide how many days after the due date you want to send the reminder again. |
| Ignore Customers having No Transaction for Past ___ | The customer does not have any transaction in the past, you can ignore to send the Reminder. |
| Only if Total Due Amount>= ___ | Manually enter the due amount for payment reminders, and if the due amount exceeds a certain threshold, the system automatically sends an SMS notification to the customer. |
| Send Email/ Send SMS | Automate payment reminders to customers via SMS/Email or both. |
| Exception to Contacts/Tags option | For those customers to whom you do not want to send reminders. |
You need to specify the due date directly on the invoice.
Content of the reminder message that customers will receive includes important details such as the invoice number, due amount etc.
We can make our content for SMS/E-mail in Default Content option.
Customers receive SMS notifications for payment reminders through OBO.
