What is Payment Reminder
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:
10, 3, and 1 days before the due date: Remind customers of the upcoming due date
On due date: Inform customers they have to make a payment today
+1, +7, and +14 days after the due date: Inform customers that their payment is overdue
Examples of the reminder emails we send:
Email reminder (before and on the due date)
Email reminder (after the due date)
How to set up Payment Reminders?
1. Turn on/ off reminders when creating the payment request
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:
2. Turn on/ off reminders for existing payment request
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:
3. Configure the default reminder setting
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.
If toggled on, all new requests created from that point will have Reminders preset to ON
If toggled off, all new requests created from that point will have Reminders preset to OFF
