How does it work?
Reminders can be switched on (as a blanket rule) for all new Payment Requests.
Reminders can only be switched on for individual requests if there is an email or SMS; if neither is filled in, the system will respond with an error pop-up message prompting you to enter an email/ phone number or turn off the Paylink Reminder for the requests. Once the customer has paid, the reminders will stop.
When do we send the reminder?
If the date set on the Requested Payment Reminder has been reached and the customer has not yet paid, the system sends them a reminder of the initial request at 12:00 PM (GMT/BST) that day. The reminder email is a copy of the initial email. On the Requested Payment page, you can now see that the request has been resent.
Who has access?
All users have access except for user-level Payment Tier 2.
Where can you find this on the platform
Payment Preferences
The setting will exist globally on the Payment Preferences page (Under Payment Operations). You can make an overall decision for all new payments you request. This can be switched off for individual Requested Payments.
Request a Payment
Merchants/users can switch reminders on/off on individual requests.
Requested Payments
On Requested Payments, there is an option to turn the reminder on/ off /edit for an individual request. The below clock shows that there is a reminder set up for this individual link. When you click on the clock, the below pop-up shows up, where you can change the reminder schedule or switch it off entirely by toggling the remind customer off.
