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Send Payment Reminders

Customize and send templated email reminders to bill payers, to ensure you receive payment for fees.

Faith Dulany avatar
Written by Faith Dulany
Updated over 3 weeks ago

How to send a payment reminder

You can send payment reminders in bulk from the app, to remind bill payers who haven't paid their invoices.

โ˜๏ธ To access the Debt collection section, you'll need the 'Show Financial Reports' permission enabled.


โ€‹To do this:

  • Finances โ†’ Debt

  • Use the filters to selectbill payers with outstanding or overdue debt, or search by name

  • Select all, or select bill payers you wish to send reminders out to, by checking the checkbox next to their name(s)

  • After selecting your bill payers, click on the Send payment reminders button, found on the right

  • A pop-up will open where you can select New Message to create your own, or Payment reminder, a standard message template (as below)

  • Save your templates for future use!

Once you are happy with the message, click preview and then send [number of] reminders.

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