Help Products Payment Methods Is it possible to send automatic payment reminders?

Is it possible to send automatic payment reminders?

Linda van Wijngaarden
Updated 1 year ago

If a customer hasn't paid yet, you can send a payment reminder via email. In that email you'll find a link to the payment menu which makes it quite easy for your customer to make the payment.

There are three ways to change these settings:

Portal:

Go to Settings -> Account Settings -> Tab Reminder Email Settings. Please click on reminder email settings -> edit, to adjust your settings. Select a payment profile and set a number of days. If you choose to send a second reminder email, please select the same payment profile. Don’t forget to save your settings. Note: If you would like to send reminder emails for multiple payment profiles, you’ll have to fill in the parameters in the create request instead of the Portal settings (see information below).

Back office:

Log in to the back office and click on Settings -> View/edit merchant profile -> Exhortation settings. Fill in the payment profile and the period (the number of days after which you'd like to send a reminder). If you want to send a second reminder, fill in exhortation 2 as well. Note: If you would like to send reminder emails for multiple payment profiles, you’ll have to fill in the parameters in the create request instead of the back office settings (see information below).

Create Request:

Fill in the parameters days_exhortation and profile_exhortation in your create request. The numbers refer to the first and second payment reminder.


Apart from reminder emails, you can also send an email when no payment method has been initiated. You can change this email setting in the Portal and Back Office.

Portal: via Settings -> Account Settings -> Tab Notifications.

Back Office: via Settings -> Mail Menu.

Is this region a better fit for you?

Go