How the automatic reminders will work

Automatic reminders are working based on the follow-up levels that you have configured. Once you have checked the automatic field on the level that you have created, all the customers will receive the reminders. To prevent some specified customers from receiving the reminders automatically, we have the "opt out statement" option. Let's see how we can configure these settings. 

To Automate the levels in general,

01. Go to Accounting Module> Configurations> Follow-up levels



02. Click over the level which you need to automate


03. Once you Check this Automatic -  box, this follow up level get automated. 


04. To prevent any specific customers receiving the reminders automatically, you can go to the contacts through Customers> Customers




05. Click over the customer, whom you need to remove for automatic reminder. 



06. Check the box (Opt Out Statement) and click on SAVE



Now, lets see how the reminders will work when it is automated,

01. Go to Accounting Module> Customers> Follow-up reports


02. Here you will be able to see that once an automatic reminder is sent out, the log note will be updated with the email and the attachment, as shown in the image.


03. Also, once a reminder is sent out, status will be automatically moved to the next status (07 to 14) and Next reminder date also will be updated