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Automated reminders

Enable automated reminder SMS/email to your customers on unpaid payment requests

Christiaan Lok avatar
Written by Christiaan Lok
Updated over 5 months ago

You can now configure automated reminders to be sent your customers for payment requests that have not been actioned.

This setting is disabled by default, so you'll need to login and enable it on your account per your preference.

Reminders are:

  • Sent on payment requests that have a customer email or mobile available

  • Sent via SMS and email (as available)

  • Sent only once, 3 days after the payment request is created

  • A copy of the original payment request, with an additional line "Automated reminder"

You can configure reminders:

  • As a default setting per finance option and separately for card/EFT payments

    • This will also apply to payment requests created via API

    • Navigate to "Settings | Finance options" and toggle on/off the reminders per finance product

  • As an override per template

    • Navigate to "Settings | Templates" and edit a template to toggle on/off reminders for requests created using this template (setting is in the top card)

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