How to send text message reminders for Annual Statements

You can choose to manually send text messages to your client to remind them to pay the company debt prior the payment deadline.

Navigate to Menu > Annual Statements

Click on the Envelope to send a text message.


Clients phone number is pre-filled if the data has been completed under the clients contact section located under each company profile:


Otherwise enter phone number, amend the message if required and click on ‘Send’.


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