Can we attach a Statement to the Reminders?
At this stage we don't allow for the attaching of Statements from Forecast.Live.
The Reminder is however shipped showing a table of Due Invoices to the email Template, which serves a similar purpose. This is customisable too
The Reminder is however shipped showing a table of Due Invoices to the email Template, which serves a similar purpose. This is customisable too
Here's how it looks:
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Introduction to Send ALL Reminders
The Send All Reminders menu allows the User to send Reminders to ALL (overdue) Customers. Note that this menu item Send All Reminders is for sending Reminders to OVERDUE CUSTOMERS only, not all Customers. We have given you one Scenario to follow: ...Introduction to Send Select Reminders
The Send Select Reminders menu allows the User to send Reminders to select individuals or groups of Customers who need reminding. These Customers could also be upcoming "for payment." Note: by default, this screen will send NO reminders - you must ...Check which Customers have been sent Reminders
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When you send reminders, the emails are placed into a queue and typically take up to 15 minutes to process (though an internal error may cause it to take longer). You can view your sent emails from Admin Menu -> Setup -> Email History We suggest ...