Sending a reminder email to the customer

Modified on Fri, 10 May 2024 at 11:17 AM

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

  • 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 - 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

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