Options for Automated Reminders to Clients to Pay Invoices
I would love to be able to schedule automatic reminders that can be sent to clients to pay invoices by a given date. Many of them either do not give us permission to save/charge their card and/or just forget to check their portal, which means I have to spend additional time checking to see who hasn't paid and then send them follow up reminders.
Bryana Williams
shared this idea
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Laura Ely commented
I would love this, too, especially if I could choose which clients will get reminders, choose whether or not to give them a pay by date, and choose that date myself.
I'd also love if I could get a reminder to charge a client's card--if I could use TheraNest to keep track of who wants me to charge their card for them, so that I can go ahead an do that if I forget to double check with them at the end of the session.
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Amy Kirchhoff commented
Yes! Or even a reminder of how to go to the portal to pay the invoice when sent.