Browse
 
Tools
Rss Categories

How to Setup Balance and Payment Due Reminders

Overview

CloudAlerts can be utilized to send reminder emails or text messages to customers to remind them to pay their either entire invoice balance due or the payment dues. It can also provide a payment link in the email with which they can click on to pay their payment due. This article will explain how to setup a CloudAlert as payment due reminder.

Limitations

If the invoice balance is 0 then CloudAlert emails and text messages will not be sent to the client

How to Create an Email CloudAlert

  1. Click on the the Cloud Services component
  2. Click on the CloudAlerts tab
  3. Click the Manage CloudAlert Emails
  4. Click the New CloudAlert Wizard button
  5. Select one of the following setup wizard options
    1. Click the Upcoming Balance Due Email button
      1. Select this option if you would like an email sent out the client 2 days before their invoice balance is due
    2. Click the Upcoming Payment Due Email button
      1. Select this option if you have setup a payment plan and would like an email sent to the client 2 days before the payment is due
    3. Click the Past Balance Due Email button
      1. Select this option if you would like an email sent to the client 2 days after the invoice balance was due 
    4. Click the Past Payment Due Email button
      1. Select this option if you have setup a payment plan and would like an email sent to the client 2 days after the payment is due

How to Create a Text Message CloudAlert

  1. Click on the the Cloud Services component
  2. Click on the CloudAlerts tab
  3. Click the Manage CloudAlert Texts
  4. Click the New CloudAlert Wizard button
  5. Select one of the following setup wizard options
    1. Click the Upcoming Balance Due Text button
      1. Select this option if you would like a text message sent out the client 2 days before their invoice balance is due
    2. Click the Upcoming Payment Due Text button
      1. Select this option if you have setup a payment plan and would like a text message sent to the client 2 days before the payment is due
    3. Click the Past Balance Due Text button
      1. Select this option if you would like a text message sent to the client 2 days after the invoice balance was due 
    4. Click the Past Payment Due Text button
      1. Select this option if you have setup a payment plan and would like a text message sent to the client 2 days after the payment is due

How to Create a Payment Plan

Click here for a tutorial to how to create a payment plan