Use this feature to solve the following challenges:
- Send a personalised reminder email to more than one customer.
- Give customers additional reminders before sending them to the debt collector.
- Provide customers a full list of overdue invoices, while they are on the phone.
- Click Customers from the left menu.
- Select the tick box next to the customers you want to email.
- Click the Actions drop down menu and select Send Email.
- Customise the template that appears with your text and merge fields from the right menu.
- Click Preview to check your email before sending.
- To send, simply click Send.