Steps
- Open Notifications in the side menu → Notification settings, or tap Turn on next to Automatic payment reminders in Settings → Notifications.
- Under Reminders, find Automatic payment reminder and switch on Email, WhatsApp or both. It stays off until you do.
- Below it, pick First reminder: on the due date, or 1, 3, 7, 15 or 30 days after. It saves by itself.
- Pick Then: every 3 days, every week, every 15 days or every month, while the bill stays unpaid.
- Each morning at about 10 am, every customer with an overdue bill gets one reminder with the overdue amount and the bill number. The email lists each overdue bill.
- Every reminder is in the Notification log. Tap the eye on the row to see the message before you switch it on.
Good to know
Due is the pay-by date on a credit bill, else the delivery date, else the bill date, as in Accounts → Receivables. Only the overdue amount is asked for, never more than the customer owes.
Not sent to walk-in sales, customers with no email or phone, anyone who replied STOP, or anyone you reminded by hand from the WhatsApp page in the last 3 days.
Email goes only from your own business email and WhatsApp only from your connected number. On Official WhatsApp it goes as the approved payment-reminder message.
Words used
| Word | Meaning |
|---|---|
| First reminder | How long after the due date the first reminder goes. |
| Then | How often it goes again until the bill is paid. |