How to Set Reminders on Due/Overdue Payments
To set the reminders on due payments
- Inside a unit, click on the "Leased" or "Sold" button to go into the transaction details.
- On the transaction file go to Reminders and click Add a reminder
- Select either you would like to send a SMS or Email reminder
- Select to whom you would like to send the reminder, the options are
(b) Listing Agent
(c) Transacting Agent
- Type the no of days and select the time frame on which you want to send the reminder. The options are
(a) Before Due Date
(b) After Due Date
- Click Add to set multiple reminders.
How to create email or SMS Reminder's Templates?
- Go to System Admin > Parameter Zone > Communication Templates.
- Click Email Template or SMS Template
- Select the Template Type i.e. Due payment or Overdue payment template.
- Click Add Text Template to create the reminder template.
Congratulations, you have successfully set up the reminders on your due payments.