Sending payment reminder letters

3Shape LMS allows the generation of payment reminder letters to print out or email to your clients. 

Payment reminders show past due balances sorted by 30+ days, 60+ days, and 90+ days.  The note will additionally note what is due for the current month, although that amount is not included in the past due amount. If you select the "Print" method you will get a pop-up window in which you can save as a PDF or print.

Note*: Payment reminders are designed to fit into a #10 double windowed envelope

 

1) Billing > Balances

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2) Select clients and click "Send Reminder." Then select "Print reminders" or "Email reminders"

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3) For a PDF, choose the template you want from the drop down menu and click "Print"

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4) To email, select the reminder template you want, and click "Send"

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If you select the "Email" method it will queue up an email to be sent

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Example of Payment Reminder letter:

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