Question

Do clients get an email before theirnext installment date in their payment plan?

  • 9 September 2022
  • 1 reply
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I set up a bunch of clients on payment plans and one asked me for a reminder. Is shoot proof not sending an email to them before their next due date? Is there a way to do an email campaign where clients get a reminder the week of their next installment?  I see I can send an email individually, but that’s not even useful to have to do it manually. 
 

How can I do this in an efficient way? 


1 reply

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Hi @AngelaPrtt 

Clients do not automatically get emails reminding them to make payments. If you needed to send reminders, you can set up an Invoice Email campaign, and assign it to specific invoices that are on payment plans. Here’s how to set that up: How do I send email campaigns to clients regarding Invoices?

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