Send Payment Reminder Manually

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

MULTIPLE CLIENTS

1. Navigate to the Homepage and locate the Quick Actions section. 
2. Click on Pending Transactions. 
3. Select the clients you wish to remind by checking the appropriate boxes. 
4. After selecting all desired clients, click on the ACTION button. 
5. From the dropdown menu, choose Send Reminder. 
6. A dialog box titled Send Bulk Payment Reminder will appear. Verify the selected clients and choose your preferred communication channel: SMS, Email, or Notification. 
7. Finally, click on SEND to dispatch the reminders. 

SINGLE CLIENT

1. Go to the Homepage and find the Quick Actions section. 
2. Click on Pending Transactions. 
3. Hover over the transaction you want to remind the client about and click on the Remind icon (represented by a clock). 
4. The Send Payment Reminder dialog box will open. Select your preferred channel for sending the reminder: SMS, Email, or Notification. 
5. Click on SEND to complete the process. 

By following these steps, you can efficiently manage and send payment reminders to your clients.