Scenario: Send Reminder to ALL overdue immediately

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 receive a reminder.
To send reminders to just a few customers (or just one), use the Send Select Reminders menu option.

Let's go:

1.      Click on Send All Reminders:




2. This screen below requires some quick explanations which we've highlighted for you, by number:
1. If no Email Template is shown, then the Customer is not due for a Reminder;
2. You can sort in any way that suits you: 
  1. Do you want to sort by Days or Amount Outstanding Value, for example? Click on another column heading;
  2. Want to Sort by Ascending, or Descending? Click on Up or Down arrow;
  3. You can also view other filtering options by clicking on the funnel icon;
3. Exclude any Customer or Invoice (See #4);
4. Click on the tiny right hand arrow to see invoices against the Customer (see red arrow, #4).




3. When ready to Send, click on Preview Invoice Reminders, top left:


Note: even when you don't want to actually preview the emails, you must first use Preview Invoice Reminders (the Send option is in that screen).

4. Do a cursory check and hit Send Emails. You can also send a TEST EMAIL to send a copy to yourself to check:



Need any further information?

Send an email to Support@Plus.Live - we'd be happy to help.


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