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How to send a payment reminder

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

To access Revenue and Debt, you'll need the 'Show Financial Reports' permission enabled.

To do this:

  • Log in to the app and head in to the 'Apps' menu

  • Select the Revenue & Debt app, then click on 'View Debt & Invoicing'

  • Click the 'Payment Reminders' button, found on the right

  • Once in 'Payment Reminders', you can choose which bill payers you wish to send reminders out to, by checking the checkbox next to their name. Once you have selected the bill payers, click 'next',

  • A pop-up will open (as below) with a message template. You can easily amend the template if you would like to rephrase, add, or delete anything.

  • Once you are happy with the message, click 'send [number of] reminders'

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