Overview
If your business relies on workflows to remind your customers about their pending payments, you’re in for a treat. Connectly brings you an incredible new feature for setting payment reminders directly from settings to boost your invoice payment conversions.
What’s New?
- Boost your efficiency by setting up multiple reminders. You can easily add new reminders and toggle them ON/OFF as per requirement.
- Have the freedom to delete a reminder should the need arise.
- Customize your reminders by setting the number of reminders, tailoring custom emails, and determining when to send them based on the invoice due date or sent date.
How to use?
The process to use this feature is pretty straightforward.
- Start by accessing Settings within Invoices.
- Next, click on Reminder Settings.
- For every reminder you set, you need to:
- Name the Reminder.
- Decide on a reminder template for your emails and SMS. You can either use an existing template or edit one and create a new template instantly!
- Edit the subject line of your email.
- Set the reminder frequency, for example, every X Days/Months/Hours either after or before the invoice due date or sent date.
- Set a limit to the maximum number of reminders that can be sent.
- Click on ‘Add New Reminder’ to introduce a new reminder into the system.
- If needed, you can also delete a reminder or simply switch it off using a toggle.
Why this feature
This feature was not only one of the highly voted suggestions on our feedback board, but it was designed to assist our users in achieving more successful invoice payments with easy reminder configurations!