Sending Payment Reminders to Your Customers

Politely remind your customers of outstanding balances when invoices are overdue.

It’s common for customers to miss payment deadlines. In such cases, you can easily send a polite payment reminder email using Class Manager. 

Manual Payment Reminders

1. Click < to the right of Billing.
2. In the expanded menu click Invoices. 

3. Choose One of Two Options to Send a Reminder:

   First Option:

   • Select the invoice you want to send a reminder for.
   • Click on Invoice Options > Send Reminder Email at the top of the invoice view.
   • The customer will automatically receive an email with their outstanding balance and invoice details.

   Second Option:

   • Select multiple invoices by ticking the boxes next to them.
   • Click on Group Actions > Send Reminder Email.
   • Confirm, and the customer will receive the same reminder.

What the Customer Sees

The reminder email will show the amount due and the payment deadline. If the invoice is partially paid, only the remaining balance will be displayed. For overdue invoices, it will indicate how many days past due the payment is.

By using these options, you can ensure that your customers are politely reminded of their outstanding balances, helping you maintain smooth operations and timely payments. If you prefer an automated process, setting up reminders can further streamline your billing and collection efforts.