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Send Payment Reminders

Send reminders to bill-payers, to ensure you receive payment for fees on time.

Julia Rose avatar
Written by Julia Rose
Updated this week

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

  • Log in to the app and head over to the Finances icon.

  • Next select the Debt collection tab.

  • Here you can choose which bill payers you wish to send reminders out to, by checking the checkbox next to their name.

  • 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).

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

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