Sending Reminders

  • 20.04.2023
  • 2 Minuten Lesedauer

This article explains how to send reminders to customers who have overdue payments. The process described below is commonly used, but you can adjust it to fit your organization's needs.

To send a reminder, follow these steps:

  1. Select the Search icon, enter Unhandled Issued Reminders, and select the related link.

  2. Select the line with the customer you want to send a reminder to.

  3. On the action bar, select Actions > Other > Open Email to review the email and its attachments before sending.

  4. On the action bar, select Mail > Send once you're ready to send the reminder.

    Hinweis

    If you choose Open Email, the job will be counted as printed. As a result, it won't be visible when using the standard filter No. Printed = 0. If the filter has no value, all jobs will be displayed.

Setting up Job Queues