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.
☝️ To access the Debt collection section, you'll need the 'Show Financial Reports' permission enabled.
To do this:
Finances → 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.