How can we use swipe to collect debit/pending amount from customers?

[Srilaya]

To collect debit/pending amounts from customers in Swipe, there are two options:

1. Sending a manual payment reminder

2. Setting up an automatic reminder

Please refer to the article mentioned below to manually send payment reminders for pending invoices to customers:

How to Send the Pending Invoices Reminder to the Customers on Web?

To Send the Pending Invoices Reminder to the Customer, Please Follow the below Mentioned Steps. Step1- Please go to sales section >> Click on Invoices. [image] Step2- Please click on the Reminder option (showing in front of pending Invoices) [image] Step3- After Clicking on that you will get an option to send Reminder on – SMS , WhatsApp, and Email. You can choose accordingly. [image] Please note that - There are no Credit Charges applied to these reminders. You can send unlimited rem…

Please refer to the steps mentioned in the article below to set up automatic reminders:

How to setup the Auto Reminders on Web?

To setup the Auto Reminders on Web, follow the below mentioned steps: Step 1: Go to Settings [image] Step 2: Click on Auto Reminders > > Click on Add Reminder > > Enter the Reminder name > > Select the reminder start date > > Select the repeat option > > Enable send WhatsApp and send Email option > > Click on Save and Update. [image]