Setting up payment reminder for balance due clients only
Answered
Hi Support Team
We are setting up our automatic “Customer - Payment Reminder” email to send 3 days prior to the event. We only want this email to send to booked/confirmed customers who still have a remaining balance due.
Can you confirm the best filter/restriction setup for this?
Specifically, should we use Lead$ Balance Due > 0, and are there any default safeguards that prevent this automatic payment reminder from sending to customers who have already paid in full?
We also want to make sure this does not send to cancelled leads, quote-only leads, completed events.
Thank you!
The same question
Attached is an example of the filter I would create and use for this.
Attached is an example of the filter I would create and use for this.
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