How to send text message reminders for Annual Statements

For more information, please refer to the instructions below:  

You can choose to manually send text messages to your client to remind them to pay the company debt prior the payment deadline.

Navigate to Menu > Annual Statements

Click on the Envelope to send a text message.

1.png

Clients phone number is pre-filled if the data has been completed under the clients contact section located under each company profile:

2.png

Otherwise enter phone number, amend the message if required and click on ‘Send’.

3.png

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.