Configure payment notifications and statements

Use this to set what customers receive and when. You’ll write the email templates, send a payment notice and a statement, check what was sent, and schedule both to run automatically.

Before you start

The customer needs a workflow assigned. See Assign a customer and set up their workflow. A shared mailbox must also be connected under Settings.

Part 1: Set up the email

1. Open the stage content

   In Workflows, open the sequence and click Configure on the stage you want to change.

2. Set the subject and body

   Edit the Subject and Body of the email. Use the properties on the left, such as InvoiceNumber, CustomerName, AmountDue, DueDate and CompanyName, to insert details automatically. Click Save when done.

   

Part 2: Send a payment notice and statement

1. Send the payment notification

   Open Customers, select the customer and click Run evaluation. Click Run evaluation again to confirm. Any dunning actions that are due are sent right away.

   

2. Send or view the statement

   With the customer selected, click Statements, then choose Send Statements or View Statements.

   

3. Check the customer’s email

   The customer receives the statement by email, showing each open invoice, its due date and balance.

   

4. Check the sent emails

   Open Emails and select the Sent tab to see the emails that have been sent.

   

Part 3: Schedule notifications and statements

1. Open Settings

   Open Settings. Email Configuration shows the shared mailbox Reem uses to send emails.

2. Schedule the jobs

   Under Workflow Automation, click Edit on Reminders or Statements to change when they run. Click Run history to see past runs.