Introduction to Send ALL Reminders

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:

  1. Send a Reminder to ALL OVERDUE Customers immediately

By reviewing this step by step process, you will understand the Send All Reminders functionality.

From here you can start to customise exactly what you want to see and send to your overdue Customers.


Need further information?

Submit a ticket by sending an email to Support@Plus.Live - our team is always ready to help.


    • Related Articles

    • 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 ...
    • Additional Tools for the Send All Reminders Page

      The grid view you can see on the Send All Reminders page is dynamic and allows you to get a better view, or plan your Accounts Receivable strategy for the day. Columns can be clicked to sort the grid by that column in either Ascending or Descending ...
    • Scenario: Send Reminder to MOST overdue

      So you want to remind your most overdue (outstanding) Customers that they need to pay you? Click on Send Select Reminders: Choose Filter: Choose 60 Days + overdue: Choose Select All: The selected invoices now appear in Green. Choose Preview Invoice ...
    • Scenario: Send Reminder to ALL overdue immediately

      It's easy to send quick reminders to all your overdue Customers. IMPORTANT:  The option to Send All Reminders assumes you want to send reminders to all (or most) Customers who have overdue invoices. You must select those customers who are not to ...
    • Check which Customers have been sent Reminders

      There are two ways to see which Customers have been emailed reminders. Under the Customer menu; Under Settings. Within the Customer menu, display the table of Customer names: Like so: Click on a Customer and then History: From the screen above you ...