For more information, please refer to the instructions below:
Reminders go out automatically to clients only if you have selected the option under your Product settings > Reminders.
If the option hasn’t been ticked, reminders are created as drafts under the ‘Reminders’ section of the Menu (Menu > Reminders) and from there they can be sent manually to your clients.
Please note: Reminders for annual statement are only sent automatically when the annual statement documentation is sent via the email or via electronic signing. If the statement is downloaded and sent via post, no reminders are created.
Please note: Once the debt as been paid or the signature has been completed for the document, the automatic reminders will finish.