Send payment reminders manually to clients via email, SMS (Indian clients only) or CONNECT app notification:
MULTIPLE CLIENTS
- On the Homepage, under Quick Actions, click on Pending Transactions.
- Select the clients you wish to remind.
- Once all clients are selected, click on the ACTION button.
- From the dropdown, press Send Reminder.
- 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.
- Finally, click on SEND.
SINGLE CLIENT
- On the Homepage, under Quick Actions, click on Pending Transactions.
- Move cursor to the transaction you wish to remind the client off and then click on the remind icon (clock).
- Thereafter, Send Payment Reminder dialog box will open, proceed to select the channel via which you wish to send reminders – SMS, Email, Notification.
- Finally, click on SEND.