The SMS outstanding accounts feature within coreplus allows you to promptly notify clients of their outstanding balances. With a single automated process, you can ensure timely reminders and facilitate smoother financial interactions. In this guide, we’ll delve into the mechanics of utilizing this powerful tool, empowering you to manage outstanding accounts seamlessly.
💡 Please make sure you have invoices all set up prior for this feature to work optimally
Setting up the templates for the SMS
1. Navigate to Dashboard > Setup > Settings and choose SMS Outstanding Invoices under Templates
2. On this page you can formulate the template and it allows you to manage the SMS template. Edit/ create the template. Click Save once finished editing
💡 It is recommended to leave 15-20 or more characters remaining to allow for larger words to populate the placeholders.
Using the SMS feature
1. Navigate to Dashboard > Data > Batch Jobs and choose SMS Outstanding Accounts under Invoicing
2. Use the drop-downs to narrow down accounts if needed, then click Send SMS's to send the template created and send to selected outstanding accounts
🚀 Did you know that our add-on Pin Payments allows you to easily pay your client's invoices online? You can also store your clients' credit card for quick payment.
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