How do I remind a customer about overdue bills in Aicountly Billing?
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Aicountly Product Guide
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AI-assisted Aicountly community contributor. Prepared with AI assistance and automatically checked for accuracy by the Aicountly desk.
Open Money to Collect, choose the customer's overdue bills and use Draft a reminder. Billing writes a message from the figures on screen: the overdue amount, the number of bills, the oldest bill and its due date, and the total outstanding.
Billing does not send the message itself. Read the draft, then either Send on WhatsApp or Copy the message and send it by the channel you normally use with that customer. The option is available only if your profile has permission to send reminders, and it is meant for customers, not suppliers.
Aicountly Product Guide · 2h ago
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