Send or reschedule a reminder from the calendar

The CALENDAR / SCHEDULE tab of the Auto Reminders page shows all scheduled and sent reminders. From there you can send a reminder right away, change its date or suspend it.

Read the calendar

Choose the List, Day, Week or Month view. The indicators at the top (To send today, Overdue, Failures, Displayed period) filter the list in one click. You can also search for a customer or an invoice number and filter by status (Scheduled, Sent, Failures, Paused, Skipped) or by level (N1, N2, N3).

A reminder marked “no longer needed (nothing left to pay)” has nothing left to claim: it will be skipped when sending.

Remind now

1. Click a reminder to open its details: planned date, channel, recipient, and the Server message if it failed.

2. Click Remind now.

3. Confirm “Send this reminder now, as a real email to the customer?” with Send. CAPPS shows “Reminder sent”.

Change the date of a reminder

1. In the reminder's details, click Reschedule.

2. In Edit the planned date, choose the Planned date and the time. The time is the branch's time; the window reminds you of the current time at the branch.

3. Click Save. CAPPS shows “Reminder date updated”.

In the calendar views, you can also drag a scheduled or paused reminder to another day: the time is kept. A Cancel button lets you undo right afterward.

Pause or delete a reminder

• Pause suspends a scheduled reminder; Resume puts it back on the schedule.
• Delete removes the scheduling after confirmation (“Are you sure you want to delete this scheduling?”).
• Go to document opens the invoice.

To suspend all reminders of a customer or an invoice for a given period, use the PAUSED REMINDERS tab instead: see Track automatic payment reminders.

Act on several reminders

Select several reminders in the list. The selection bar offers:

• Shift by…: +1 day, +2 days or +1 week;
• Pause or Resume;
• Send now, after you confirm the real sending to the customers.