To enhance your process of sending payment reminders to clients, please follow the steps outlined below for both multiple and single clients:Β Β

How to Send Bulk Payment Reminders
- π Navigate to the Homepage and locate the Quick Actions section.
- Click on Pending Transactions.
- Select the clients you wish to remind by checking the appropriate boxes.
- After selecting all desired clients, click on the ACTION button.
- From the dropdown menu, choose βSend Reminder.β
- A dialog box titled βSend Bulk Payment Reminderβ will appear.
ββ’ Verify the selected clients
ββ’ Choose your preferred communication channel:
βββ SMS
βββ Email
βββ Notification (via SpynCONNECT) - Click SEND to dispatch the reminders.
How to Send a Payment Reminder to a Single Client

- Go to the Homepage and locate the Quick Actions section.
- Click on Pending Transactions.
- Hover over the transaction you want to remind the client about.
- Click on the Remind icon (clock symbol).
- The Send Payment Reminder dialog box will appear.
- ββ’ Select your preferred channel:
ββ SMS
ββ Email
ββ Notification (SpynCONNECT) - Click SEND to complete the process.