FlairSuite video tutorial
Start payment reminders for a customer
Choose a collection process for a customer who owes you money, and check its email schedule before starting the reminders.
Transcript
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In this short video, we will start payment reminders for a customer who owes us money. We find the customer as in See what a customer owes, and run a process like the one built in Set up a collection process.
First, sign in with your username and password.
Under Customers, Collection, the Customers page lists everyone with unpaid invoices. Type the customer's name and click Apply Filters.
Open the customer's dashboard, and click Start session. A session runs one of your collection processes for this customer, so reminders go out on time without anyone having to remember them.
Choose the process to run. Each one is a set of reminders you prepared in advance. Then click Next.
Now check the email schedule before anything is sent. Each reminder shows the day it goes out, counted from the start, and the template it uses. Preview documents shows what will be attached, and any rules that start this process automatically are listed too.
When everything looks right, Activate session starts the reminders for real, and the first email goes to the customer straight away. We won't click it here.
That's it. You found the customer, chose a collection process, and checked its email schedule, ready to activate. Thank you for watching.
Keep learning
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Length 1:30See what a customer owes
Find a customer who owes you money, and read their balance, unpaid invoices and how late they are.
Length 2:48Take an unpaid customer to court
Record a court case for a customer who won't pay, attach the unpaid invoices it covers and log its first update.
Length 2:02Write a collection reminder email
Write the email a collection reminder sends, with the customer's name and balance filled in, and preview it.
Length 1:57Decide who a late collection task goes to
See who is in the collectors pool, then create an escalation policy that gives a collector a deadline for each task, and hands it to a manager when…
Length 2:00Agree an installment plan with a customer
Let a customer who can't pay everything at once settle their unpaid invoices in instalments, and check every payment's date and amount before…
Length 2:04Set up a collection process
Create a collection process with a friendly and a firmer email reminder, and switch it on.
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