SMS Outstanding Accounts is a powerful tool for quickly and automatically reminding clients about their outstanding balances.
💡 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 that 15-20 or more characters remain to allow 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 to send the template created and send to selected outstanding accounts
🚀 Did you know that our add-on Pin Payments lets your clients quickly pay your invoices online? You can also store your clients' credit cards for quick payment.
Please let us know if you have any questions and remember to rate this help article below so we can continue improving our support to you!