What Is A Billing Email Reminder

What is a billing email reminder?

Let’s face it: no matter how neatly your to-do list and calendar are organized, when it comes to concluding a business transaction with your consumers, you occasionally have a tendency to forget things. Therefore, a dependable method of reminding you and your consumer of an upcoming transaction is a good idea.

The good thing about the business credit repair software is that it has a billing email reminder feature that helps the business to remind the customers of their upcoming and past due transactions with you.

To access the billing email reminder, go to the dashboard and click on customers to set up your billing email reminder to a customer in the business credit repair software.

Then you will be routed to the customers’ screen, where you can manage each customer one by one.

To find customers with the same status, utilize the status filter.

You can also use the search box to look for a specific customer by searching for their name or email.

Once you have the customer’s profile, go to the action column and click the customer information icon.

Then you will be routed to the customer’s information, where you can manage various aspects of your customer’s account.

And if you scroll down, you will see and set up the billing email reminder.

You can check the box over here if your customer’s bill is past due.

Then in this section, you will be able to select or set the date you want the email reminder to go out to your customer.

Here, you can set up how often you want to remind your customer. For example, every 15 days or every 30 days.

You can check this box over here to stop recurring reminders.

In the billing email reminder, you can let the customer know when the bill is due.

The date of the most recent reminder will be displayed below.

Here is the most recent reminder with the due date.

Email is unquestionably the most efficient channel available today, as we all know. The billing email reminder aids both the company and its clients in remembering upcoming transactions. Ensure you have the correct details regarding a customer’s transaction when putting up a billing email reminder.