Rotessa provides the ability for users to automatically send email payment reminders to their customers for upcoming transactions. For a full guide on configuring settings for this feature check out our article on Customer Notification Configuration.
Payment reminders can be enabled on a per-customer basis and contain the details of an upcoming transaction, including the amount of the transaction, the date they can expect the money to come out of their account, the name of the payee, and the name of the payor.
NOTE: We understand that respecting your customers' preferences is important. If a customer wishes to unsubscribe from payment reminders, they can do so by simply clicking the "Unsubscribe" link at the bottom of the email.
Payment reminders can only be enabled for customers who have an email, and will only send for transactions that are scheduled at least three days in advance of the processing date. Payment reminders are sent 7 days a week.
When scheduling a transaction in Rotessa, a notification will appear letting you know if you are past the designated notification deadline.
NOTE: Transactions scheduled via CSV, API, or QBO/Xero integrations will not have a warning notification.
The payment reminders settings show a preview of the email that your customers will receive. The variable fields you see above will be automatically filled with the details of each specific transaction. See our Customer Notification Configuration article for more information on specific settings for payment receipts.