Do reminders send automatically?

Question

Do reminders send out to clients automatically?

 

Answer

Scheduled reminders will be sent automatically only if you have selected for them to do so. Navigate to Menu > Product Settings > Reminders, and ensure the 'Send Reminders Out Automatically' is selected: 

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If this hasn’t been ticked, scheduled 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.

Notes:

  • Reminders for Annual Statement are only sent automatically when the Annual Statement documentation is sent via the email, electronic signing (e-signing), or download .eml options within NowInfinity. If the document PDFs are downloaded separately, and sent via your email manually, or via post, no reminders are created.
  • Once the debt has been paid or the e-signing has been completed for the document, the automatic reminders will finish.

Click here for more information on how to setup Reminders.

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