Skip to main content
SMS outstanding accounts

This is a useful feature which allows your practise to send out SMS reminders to accounts with outstanding invoices

Updated over a week ago

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

In this article we will discuss:

πŸ’‘ 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

πŸ’‘ 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

πŸš€ 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.


See similar articles regarding invoicing and payments :

Please let us know if you have any questions and don't forget to rate this help article below so that we can continue to improve our support to you!

Did this answer your question?