Under Receivables, load the default bilingual templates in Reminder templates and tailor them. Then, in Automated reminders, set the stages by days from due, the tone and the run time, and switch the cadence on. Each day it drafts a reminder for every overdue customer that reached a stage. Nothing is sent automatically: drafts wait in the queue for your review.
How do you set up the templates?
- Open Reminder templatesGo to Receivables, then Reminder templates.
- Load the defaultsLoad the default set: a bilingual template for each stage, in a friendly, firm or final-notice tone.
- Tailor themEdit the wording to your brand. Placeholders, such as the customer's balance, are filled in when a reminder is drafted or sent.
How do you set the cadence?
- Open Automated remindersGo to Receivables, then Automated reminders.
- Set the stagesFor each stage, such as due, 7 days, 14 days or 30+ days overdue, set the days from due, the tone and the template.
- Set a minimum balance and run timeSkip customers below an overdue balance, and choose the time of day the cadence runs.
- Switch it onSave the cadence and switch it on, or use Run now to draft today's reminders straight away.
- Review and sendDrafts wait in the queue. Review, edit if needed, and send each one or several at once.
Which rules keep reminders sensible?
| Rule | Effect |
|---|---|
| A live promise to pay | Chasing for that invoice pauses until the promised date |
| Customer's preferred language | The reminder is drafted in Arabic or English accordingly, when the template has it |
| One reminder per stage | A customer is not sent the same stage twice for the same episode |
| A suppressed email address | Sending to an address that bounced or complained is refused |
Can reminders go by WhatsApp or SMS?
Yes, to numbers the customer agreed to, once your organization connects its own WhatsApp Business or SMS sender under Settings, then Integrations & API. Email is the default channel.
Questions people ask
Can reminders be sent without review?
Not by default. Automatic sending exists, but it stays off until both the installation and your organization switch it on.
Can a customer view their statement online?
Yes. You can send a statement of account by email, or a link where the customer views their own statement.
How do we record a promise to pay?
Record it against the invoice under Receivables, then Promise-to-pay. Chasing pauses until the date, and the cash forecast uses it.