How to send a Custom Reminders
We know that chasing receipts can be a slow and painful experience. To help Controllers with this task, we've developed a new 'Custom Reminders' feature.
This allows you to send a personalized message to your requesters with missing receipts.
To send a custom reminder:
- - Head over to [Payments > To Prepare]
- - Select a payment with missing receipt(s)
- - On the right hand-side, click on the [Send Reminder] button
- - You can then personalize the message to be sent.
- - When you're ready, click the [Send] button!
Here's a preview of what the message will look like:
- - You'll notice that there is an indicator letting you know when the last reminder was sent.
- - You can also send a test email to ensure that you're happy with the content of the message.