Sending Payment Reminders via Text Message in Tradify

Learn more about how to send Payment Reminders via Text Message in Tradify. For more information on Tradify's Text Messaging feature, check out Understanding Text Messages in Tradify.

Enabling/Disabling Invoice Text Reminders

Once text messages are activated, you will need to enable the reminders on the Invoices settings page. You can enable and disable them in order to start or stop sending automatic text messages (SMS) to your customers/sites. Here is how.

  1. On the Settings dashboard, go to the Invoices section.
  2. On the Text Message Reminders section, click the toggle to enable/disable text reminders.
  • Send Text Reminders — toggle on / off to enable/disable appointment text reminders

mceclip1.png

 

Sending Invoice Text Reminders

To send Invoice text reminders, the Invoice needs to be marked as sent, and unpaid, and text reminders need to be activated and enabled in settings — See Text Message Settings.

  1. On the Invoice dashboard, go to the Invoice you want to send a reminder about.
  2. In the Invoice details, scroll down till you see Payment Reminders
  3. Enable Text Reminders by sliding the toggle on, and selecting your customer and/or site number you want to send the text reminder to.
  4. Click Save to save your changes.

mceclip0.png

 

Invoice Text Reminders: Timing & Content

The timing and content of text reminders are fixed. You won’t be able to see nor edit them before they get sent. Once you have chosen to send text reminders, up to four different ones will be sent:

➤ A due soon reminder
For Reminders sent 3 days before the due date

Hi, your invoice from {Company Name} is due soon. View it here [Link to Invoice]. Do Not Reply.

➤ A due now reminder
For Reminders sent on the due date

Hi, your invoice from {Company Name} is due. View it here [Link to Invoice]. Do Not Reply.

➤ An overdue reminder

For Reminders sent 3 days after the due date

Hi, your invoice from {Company Name} is overdue. View it here [Link to Invoice]. Do Not Reply.

➤ An overdue reminder

For Reminders sent 7 days after the due date

Hi, your invoice from {Company Name} is overdue. View it here [Link to Invoice]. Do Not Reply.

 

 

 




Was this article helpful?
0 out of 0 found this helpful