Payment and Appointment Reminders
Payment and appointment reminders run a ladder for unpaid invoices and upcoming bookings, sent on the channel the customer reads. Reminders carry a payment link, and the ladder stops once the customer pays.
The Ladder for an Unpaid Invoice
Each step is set by you. The tone rises slowly, and the list stops when it should.
- A gentle note a few days before the due date, with the invoice attached
- A reminder on the day it falls due, carrying a card or bank transfer payment link
- A firmer one after the date, copied to the salesperson who owns the account
- Past a threshold you choose, it becomes a task for a person and stops being automatic
Appointment Reminders
Stopping When Payment Arrives
A reminder sent to somebody who has already paid costs goodwill. The stop condition is therefore built and tested first. Payment status has to reach the reminder system quickly, which usually means reading it from your accounting or billing data and not from a sheet updated at day close.
Frequently asked questions
Will payment and appointment reminders stop once a customer pays?
Yes. The stop rule is tested before anything goes live. The reminder checks payment status when it is due to send, not when the schedule was created, and manual day-close entry is allowed for in the send timing.
Can reminders go out on WhatsApp rather than SMS?
Yes, through your own WhatsApp Business account, with message formats registered in advance as the platform requires. Many customers read WhatsApp more readily than SMS, which often justifies the setup. Email still suits the invoice attachment itself.
How do we avoid sounding like a recovery agent?
Keep early messages short, factual and signed by your business rather than by a system. Attach the invoice so the customer can check it. The automatic ladder should end well before the tone turns sharp, and a person makes the call after that.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
- No obligation
- A reply within one business day
- Your details stay private
Start with your requirements
Seven short steps that tell us what you need. An engineer reads them before getting in touch.
Share your requirements