What is a Pre-Reminder?
Proactively chasing payment is key to getting paid on time. ezyCollect's pre-reminders make it easy for you to alert your customers that payment is due soon, giving them a friendly prompt to pay on time...or earlier!
The pre-reminder email becomes your first reminder in the communication workflow to debtors. Now your automated workflow to debtors can look like this:
How to Activate and Personalise the Pre-Reminders:
- Login to your ezyCollect Account.
- Go to Settings on the left hand menu then click Communication Rules.
- Click Edit and Enable.
- You can schedule this communication by inputting the number of days before the invoice due date.
- You can choose to include paused and excluded customers from receiving the pre-reminders emails.
- You also have the option to Attach Invoices* (or not). *Invoices are attached as links only.
- Customise the email template as per your requirements.
- You can add or remove the merge field <<Pre Reminder Invoice Table>> to provide details of your invoices.
- Click Save & Enable and it will ask you to reconfirm so simply click Proceed.