Invoices payment reminders

Release date:

The Hanna CRM system has been supplemented with a new option that allows you to send invoice payment reminders to contacts. With the help of this functionality, contacts will be notified of upcoming bill payment deadlines, and it is also possible to send multiple reminders with different time periods. Reminders are sent once per selected day of the month. 

Bill payment reminders are activated on the customer's card.

1
 Bill payment reminders are enabled on the contact card. Select the desired contact > Actions > Edit.

2
In the edit contact window, select Settings below you will see the function "Bill payment reminders".

3

Selecting this function opens more detailed functionality settings. 
     • The responsible person from whom the reminders will be sent and the recipient are selected.
     • Choose the day of the month on which reminders will be sent and the periodfrom...to. You can also choose to send a reminderAdd shipping date with period with a different day of the month and a different period.
     • Email is attached. letter template and comment.


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