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:  

How to Send Bulk Payment Reminders

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
    • Choose your preferred communication channel:
     – SMS
     – Email
     – Notification (via SpynCONNECT)
7. Click SEND to dispatch the reminders.
   

How to Send a Payment Reminder to a Single Client

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