How to send recurring payment reminders to customers

Created on 28 January 2021 | Last modified on 23 March 2022

Summary

How to send automatic reminders to customers who haven’t yet paid in Sage Accounting.

Sage Accounting lets you schedule monthly statements for customers with outstanding invoices. Use this option to send automatic reminders by email.

Go to Contacts.
Select Customers.
Select the relevant customer.
Select the Activity.
Hover over Manage.
Select Statements.
Hover over Manage Statement.
Select Schedule Monthly Statements.
Turn on Monthly Statement.
Enter the recipient email address, Cc recipients, subject line, and email message.
Select the day of the month to send the statement.
Select Exclude zero balances if you don’t want to include those invoices.
Select Save.