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How does a payment reminder work?

The payment reminder feature in bezahl.de helps you automatically remind customers of outstanding payments via email. This only works if the payment was originally sent to the customer via the bezahl.de platform. Administrators can activate reminders in the organisation settings under the ‘Configuration’ tab and preset various intervals (e.g. daily, every third day). These presets are applied to each new payment, but can also be adjusted retrospectively if necessary.

 


 

Detailed settings options for payment reminders

Payment reminders can be configured and activated by the administrator of an organisation in the organisation settings under the Configuration tab in the Payment Reminders field. There are several presets to choose from. The presets specify the time interval at which a payment reminder is sent to the customer.

The default setting is saved for each new payment.

The administrator can choose from the following default settings:

​Deactivated
​No payment reminders can be set. Neither when creating payments nor retrospectively for payments that have already been created.

Do not send
​No payment reminders are sent. However, the option to send payment reminders is activated. It can be set when creating payments (see above) and retrospectively for payments that have already been created (see below).

Every day
After a payment has been created and sent to the customer via bezahl.de, a payment reminder is automatically sent to the customer every day.

Every third day
After a payment has been created and sent to the customer via bezahl.de, a payment reminder is automatically sent to the customer every third day.

Every fifth day
After a payment has been created and sent to the customer via bezahl.de, a payment reminder is automatically sent to the customer every fifth day.

Every seventh day
After a payment has been created and sent to the customer via bezahl.de, a payment reminder is automatically sent to the customer every seventh day.

Editing payment reminders retrospectively
Payment reminders can be adjusted again when creating a payment, as well as for payments that have already been created and are in open status. To do this, call up the payment and make the desired settings in the ‘Send payment’ field.

 
 
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