How to Schedule Client Payment Reminder Emails in Advance.

What is the Client Payment Reminder?

It's a tool that allows admins to set reminders for clients regarding upcoming payment deadlines. This means no more frantic last-minute calls or emails chasing overdue payments. Admins can specify the number of days before a payment is due to send out a friendly reminder email to the client.

How does it work?

When the designated time approaches, the system automatically generates and sends an email reminder to the client. Each reminder email includes a link directly to the client's invoice, making it easy for them to review details and make payments promptly. It's a user-friendly way to keep everyone in the loop and ensure payments are processed smoothly.

How to change how many days before the due date it sends the reminder email?

    Navigate to Company Profile on the left, scroll to the bottom of the page and under Bills and Payments there is the Client Payment Reminders option where you can add how many days you want to send the reminder email to the client before the bill due date.

Note: These emails are generated at 8 am PST.

Example Image

Below is an example of what the reminder email looks like:

Integration Options

For added convenience, Oasis Travel offers integration with Stripe and Flywire. These integrations provide clients with additional payment options, such as credit card payments through Stripe or cross-border payment solutions via Flywire. 

And that's how to Configure Payment Reminder Emails on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at support@myoasisapp.com. We love hearing from you and are always here to help.