Reminders for Payment Links
You can send your customers automated SMS and email reminders for Payment Links. Using reminders helps you:
- Increase the number of paid Payment Links.
- Reduce cost and manual effort required to collect payments.
- Reduce the number of days taken by your customer to make the payment.
Reminders can be sent:
- Before the expiry date of the link.
ndays of issue of link.
Reminders will be set only for Payment Links in
Partially Paid states.
Follow these steps to enable reminders for Payment Links through the Razorpay Dashboard. This is a global setting, meaning once enabled all Payment Links would have reminders configured for them. You may choose to manage reminders for individual links.
Navigate to Settings → Reminders and enable Reminders for Payment Links.
The configuration for Payment Links reminders differs in case link is created with an expiry date.
If you have set an expiry date for the Payment Link, you can configure three reminders based on the expiry date. For example, if you have issued a Payment Link with
expiry date as 30 Nov 2019, you can set three reminders:
Reminders to be sent
30 Nov 2019
3 days before expiry date -
If you have not set any expiry date for Payment Links, you can configure three reminders to be sent after the issued date. For example, if you have
issued a Payment Link on 25 Nov 2019, you can set three reminders:
Reminders to be sent
25 Nov 2019
3 days after issued date -
Select the Channels through which the reminders must be sent. Available channel options are SMS and email.
Customers will receive the reminder email or SMS only if the contact and email details were provided when the payment link was created.
You can edit the reminder configurations at any time.
- Reschedule reminders.
This can be done by changing the reminder frequency. For example, changing
Remind 2 days after Issue Dateto
Remind 5 days after Issue Date.
- Change the Channels settings.
For example, opting for only email reminders instead of both
You can disable reminders while creating or editing individual and batch Payment Links.
Learn how you can disable reminders when creating Payment Links in bulk.
By default, reminders are not enabled during batch creation of Payment Links.