Do reminders send out to clients automatically?
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:
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.
- 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.