Collecting payments from customers can be challenging. It usually involves chasing and reminding your customers to pay you, to ensure a steadier cash flow on your end. We know that manually chasing customers can be very time-consuming.

Elevate Receivable’s Payment Reminders feature is thus designed to automate this process and save you valuable time.

If the Payment Request is not paid, we’ll send automatic reminders based on the due date:

When creating a Payment Request, you can choose to turn on/ off Payment Reminders under the “Reminders“ section.

If you choose to turn on the reminder, please indicate the payment due date and the email address of the customer to whom you want the reminders to be sent.

To learn more about the reminder logic, click on the "View Details" button:

When managing an unpaid payment request on the request page, you can choose to update the payment reminder setting by clicking on the “Reminders turned on/ off“ banner, or clicking on the “Edit“ button and manually scrolling to the “Reminders“ section in the “Edit request“ page:

You can click on the “…“ button located in the upper right corner of Elevate Receivables Dashboard or Payment Requests Dashboard, and select the “Manage email reminders” option, this will bring you to the "Manage email reminders" page where you can set reminders to be default ON/OFF.