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 select those to whom you wish to send.
To help you get started, here are some Select Reminder Scenarios that you might recognise:
Send Select Reminder:
- To ALL my most OVERDUE;
- For Invoices Due by End of Month;
- PENDING To ALL OVERDUE, excluding upcoming invoices and zero/credit Balances.
By reviewing these, you will understand the Send Select Reminder functionality, and be able to fashion your own Select Reminder emails.
Need further information?
Submit a ticket by sending an email to Support@Plus.Live - our team is here.