Summary: This article entails how a Manage Receivables user can send reminder emails to their customers.

This article contains: 

• a. Sending reminder emails in a workflow
• b. Sending ad-hoc reminders
• c. What a reminder email looks like

a. Sending reminder emails in a workflow

• When customers are enrolled in a workflow, reminders are sent according to the schedule set in the workflow. To learn more about creating a workflow, click here.

b. Sending ad-hoc reminders

• In the 'Unpaid invoices' tab, users can click on the 'Send Reminder' action.

• Users can select one or multiple customers from the list.
• Users will have to add the email address for the customer (multiple email addresses can be added), if not specified in the customer profile.
• Users can now view and modify the reminder email to be sent to the desired customer or customers.

c. What a reminder email looks like

• Reminder emails can be fully personalized (subject, body, signature)
• Reminder emails are sent from the primary AR contact that appears as the name (sender) that the recipient will see
• The email behind the reminder is [email protected] - this email is used in order to be able to ensure delivery of all reminders to recipients without a complicated email server integration 
• Any Customer reply will be automatically routed to the email of the primary AR contact or the automated AR campaign sender