Help · Sales

How to send automatic payment reminders

Remind customers before, on and after the due date without writing each email.

Who can do this: Organisation admins (Client Admin).

Steps

Step by step

Sales → Payment reminders.
Switch reminders on and choose the schedule — for example 3 days before, on the due date, and 7 and 15 days after.
Exclude customers you never want reminded (for example a group company).
Save. The page lists every reminder sent, with the invoice and date.

Reminders need a connected outgoing email account; without one they are logged as not sent.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.