SMS outstanding accounts is a useful tool for sending clients their outstanding amounts in one quick automated process.

In this article we will discuss:

1. Setting up the templates for the SMS

2. Using the SMS feature

💡 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


See similar articles regarding invoicing and payments :

📝 Create an invoice
📝 Adding a payment to an invoice

📝Item numbers and service types for invoices

📝Unlock an invoice

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