EXPLANATION ABOUT AUTO REMINDER
EXPLANATION ABOUT AUTO REMINDER
This feature will help our customers get paid on time, avoid payment delays, and use technology to make their work hassle-free. This addition lets you put your business in auto mode, improve your cash flow, and grow your business.
Get Paid Faster - When your customers receive timely reminders, you get paid faster
Automate your business - Reduce your efforts and work smartly buy setting the reminder once and letting the app do all the work for you
Improve profit - Getting paid on time not only helps your profit but also helps your cashflow and business growth
Customization - Send reminders daily, weekly, monthly, or when the bill is due as per your preference and set a custom reminder schedule for each customer
· Currently available on SMS, Whatsapp and Email modes.
· Compatible with Android and iOS
Note: Set the date and time for 'Automatic Outstanding Reminders' as per office working hours and ensure that your Tally and Biz Analyst Desktop App is ON when the reminders are in progress to avoid delays in the process.
Explain to the customer about any feature of the app which is requested. For e.g: Auto reminder. Payment settings, Data entry etc.
Auto Reminder Feature
- Inform customers that this feature will be access and configured by super admin only and from mobile app only.
- We can set Auto reminder for Receivable through Email, SMS, and Whatsapp
- link for Auto reminder config are below
Webinar link for Auto reminder : https://www.youtube.com/watch?v=RpSWWncnGEg&t=18s
Youtube Link for Auto reminder :
https://www.youtube.com/watch?v=UxSVV3KXStk&t=15s
> If resolved
>Disposition: Mobile app troubleshooting - Auto reminder related
Note- If the issue is not resolved, then forward that call to the L2 team or raise a ticket.