Send Reminders
Enable or disable reminders for the Payment Links.
You can send your customers automated SMS and email reminders for Payment Links. Setting reminders helps you to:
- 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.
Following are the various types of reminders you can set to Payment Links:
This is an account-level setting for all Payment Links where the Payment Link reminder is sent at similar time intervals. For example, 2 days after creation or 3 days before expiry.
Enable reminders for specific Payment Links.
Enable reminders for Payment Links created using bulk upload.
This is an account-level setting. If enabled, all the Payment Links have the same reminder configurations.
- Log in to the .
- Navigate to Account & Settings → Payments and refunds → Reminders.
- Enable the Reminders for Payment Links option.
- Configure reminders for links with and without an expiry date. You can set a maximum of 3 reminders.
- Select the medium to send the reminders, SMS, email or both.
Watch Out!
Customers will receive the reminder only if their email and/or SMS details were provided while creating the Payment Link. Know more about
.If you have set an expiry date for the Payment Link, you can configure only one reminder based on the expiry date. For example, if you have issued a Payment Link with an expiry date of 30 Nov, you can set a reminder below.
You can enable or disable reminders for individual Payment Links.
To enable reminders while creating a Payment Link:
- Log in to the .
- Navigate to Payment Links.
- Click + Create Payment Link.
- Enter the necessary details such as Amount and Payment For.
- Enable the Send auto reminders option.
- Click Create Payment Link to create the Payment Link.
You can edit the Payment Link and enable or disable reminders after issuing the Payment Links.
To enable or disable reminders by editing a Payment Link:
- Log in to the .
- Navigate to Payment Links.
- Click the Payment Link for which you want to enable or disable reminders. The details of the Payment Link appears on the right pane.
- Enable or disable the Send auto reminders option.
You can set reminders to Payment Links when creating them via bulk upload/batch.
Handy Tips
By default, reminders are not enabled during batch creation of Payment Links.
Know more about enabling or disabling reminders when creating
.You can send reminders for Payment Links to the customers to make payments using API. Reminders are enabled by default during
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