Introduction to Send Select Reminders

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 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:
  1. To ALL my most OVERDUE;
  2. For Invoices Due by End of Month;
  3. 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.

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