Send Payment Reminder Manually

 

Send payment reminders manually to clients via email, SMS (Indian clients only) or CONNECT app notification:

MULTIPLE CLIENTS

1. On the Homepage, under Quick Actions, click on Pending Transactions.
2. Select the clients you wish to remind.
3. Once all clients are selected, click on the ACTION button.
4. From the dropdown, press Send Reminder.
5. Thereafter, Send Bulk Payment Reminder dialog box will open. Verify the clients you have selected and proceed to select the channel via which you wish to send reminders to them- SMS, Email, Notification.
6. Finally, click on SEND.

SINGLE CLIENT

1. On the Homepage, under Quick Actions, click on Pending Transactions.
2. Move cursor to the transaction you wish to remind the client off and then click on the remind icon (clock).
3. Thereafter, Send Payment Reminder dialog box will open, proceed to select the channel via which you wish to send reminders – SMS, Email, Notification.
4. Finally, click on SEND.