Reminders a.k.a Offline Dunning
Reminders are used to manage your offline subscriptions and their main objective is to get your customers to pay for their invoices on time. Since, offline subscriptions has no cards associated to charge them automatically on renewals, Reminders are the best way to update customers about their subscription renewals and overdue invoices. It is like an offline dunning management system. Related tasks:
- Types of reminders
- How automated reminders work?
- Enable manual reminders
- Send manual reminders
- Enable automated reminders
- Disable automated reminders
- Delete an automated reminder
- Edit email templates
Types of reminders
In Zoho Subscriptions, there are two types of reminders: Manual and Automated reminders.
Manual Reminders: Manual reminders will only be sent if you manually send them by clicking on the button.
Automated Reminders: Automated reminders will automatically send reminders to your customer based on the configured settings (number of days before or after the due date or expected payment date).
How automated reminders work?
You can setup a reminder to notify your customers via email X days before or after the invoice due date or the expected payment date. Once setup, Zoho Subscriptions will automatically email your customers a link to pay for their renewal or overdue invoices. You can also setup multiple reminders and specify the number of days it has to be sent after or before the invoice due date or expected payment date.
Let’s take an example scenario to understand this. Assume that you’ve setup 5 automated reminders. Reminder 1 is set to send 2 days before the due date. Reminder 2 - 3 days after the due date, Reminder 3 - 6 days after the due date, Reminder 4 - 7 days after the due date and Reminder 5 - 8 days after the due date. So, if a customer pays the invoice after Reminder 3 is sent then Reminder 4 and Reminder 5 will not be sent since the invoice is paid.
Enable manual reminders
Manual reminders will be enabled by default. Like mentioned earlier, manual reminders can only be sent for invoices in Overdue and Sent status and by clicking the Send Reminder button under the More drop-down.
Send manual reminders
To send a manual reminder to your customer for a invoice,
- Go to the Invoices module.
- Click on the invoice for which the reminder has to be sent.
- In the invoice details page next, click the More button.
- From the drop-down, Click the Send Reminder button. You can edit the email template on the fly in you want to and click Send to send the reminder.
Enable automated reminders
To enable automated reminders,
- Go to Gear icon > More Settings.
- Click the Reminders module from the left pane.
- In the reminders page, the automated reminders will be turned off by default. You can enable them using the Turn On button next to each reminder.
Once enabled, the reminders will be sent automatically based on the settings. Also, you can create new reminders by clicking on the + New Reminder button at the bottom and configure the settings.
Disable automated reminders
The reminders can be disabled for a specific invoice or a specific customer or all the invoices.
To disable the reminders for a specific invoice,
- Go to the Invoices module.
- Click the invoice for which the reminder has to be stopped.
- In the invoice details page next, click the More button.
- From the drop-down, Click Stop Reminders to stop the reminders from being sent for that invoice.
To disable the reminders for a specific customer,
- Go to the Customers module.
- Click the customer for whom the reminders has to be stopped.
- In the customer details page next, click the More button.
- From the drop-down, Click the Stop All Reminders to stop the reminders from being sent for that customer.
To disable the reminders completely, * Go to Gear icon > More Settings. * Click the Reminders module from the left pane. * In the reminders page, click on the Turn Off button next to each reminder.
Delete an automated reminder
To delete an automated reminder,
- Go to Gear icon > More Settings.
- Click the Reminders module from the left pane.
- In the reminders page, click on the Edit icon next to each reminder. Please note that the Edit icon will appear only for active reminders. To delete disabled reminders, it has to be enabled first.
- In the following popup, click on the Delete Reminder button at the bottom-right corner.
Edit email templates
You can customize the email templates of manual and automated reminders.
To edit the email template of manual reminders,
- Go to Gear icon > More Settings.
- Click the Reminders module from the left pane.
- In the reminders page, under the Manual Reminders section click Reminder For Overdue Invoices or Reminder For Sent Invoices title to edit the respective email templates.
To edit the email template of automated reminders,
- Go to Gear icon > More Settings.
- Click the Reminders module from the left pane.
- In the reminders page, under the Automated Reminders section click on the Edit icon next to each reminder and edit the email content. Once edited, click Save.
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