Automatic Reminders

Owned by Sara Jacobs
22 August 2022
2 min read

Request a Payment reminder

You can now send automatic reminders for all your requested payments moving forward.

How does it work?

Reminders can be switched on for all Payment Requests (only for new requests) or manually selected.

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 consumer 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 email is similar to the one initially sent with minor modifications. On the Requested Payment page, you can now see that the request has been resent. 

Who has access?

All users have access except for 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 on/off reminders 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.