Internal collections workspace

Quality Services

Protected session · No automatic email sending

Customer contact

Recipient email

Separate multiple email addresses with commas.

Dashboard guide

Send payment reminders safely

Follow these steps in order. Nothing is sent until the final confirmation.

  1. 1

    Open or import the workbook

    Select the latest workbook from Workbook history. To upload a new Tally export, click the + button, choose the .xlsx file, then click Import and review.

  2. 2

    Check the recipient

    Click the email shown beside a customer to edit it. Enter one or more addresses, separated by commas, and click Save email. The saved address will be reused for that customer.

  3. 3

    Select only the intended customers

    Tick the checkbox beside each customer who should receive a reminder. For a test, tick one customer only and use your test recipient address. Never use the top checkbox unless you intend to select every visible ready customer.

  4. 4

    Choose the balance scope

    Select All pending for the full outstanding balance, or choose one or more ageing categories: Below 90 days, 90–120 days, or Above 120 days.

  5. 5

    Review every email

    Click Review reminder. Confirm the customer, recipient email, invoice lines and selected total. If several customers are selected, use the customer menu to review each message.

  6. 6

    Approve and send

    When everything is correct, type SEND exactly, then click the final Send email button. Each selected customer receives a separate reminder.

Step 3 · Final review

Check the email before sending