Payment reminders sent to your customers by TermSync include a preview of the customer's account statement and a link to their online account statement. These notifications are the most common way your customer accesses their online account.
You control the day of the week the reminders are sent, the frequency, the tolerance, the section visibility, and even the custom message you'd like included within the reminder. However only a customer with open/available transactions will qualify for an automatic payment reminder email sent via TermSync.
What triggers the payment reminder email to be sent?
The customer's open and available transactions and the tolerance you've established in your preferences. If the customer has no open or available transactions at the current time, there is no reminder sent.
What transactions are included in the payment reminder email?
Transactions that are open, scheduled, and disputed can be included in the table within the reminder. You can control how detailed the table is in your preferences.
What transactions are not included in the payment reminder email?
Transactions that have been sent to collections, paid, have credits pending, were marked as scheduled outside of TermSync, and deposits are not included in the reminder.
For more information on setting up your payment reminder preferences, click here.