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How to Auto Send Monthly Payment Bills to Customers

Updated this week

To do this you will need to setup, MsgOwl SMS gateway credentials in Settings > Business Settings > SMS Settings. The guide to SMS credential setup is provided there.

Step 1- Once Setup You can go to Notification Templates

Step 2- Scroll Down to Customer Notifications:

Step 3- Click Monthly Payment Link Tab
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You can leave the SMS body as it is or use the tags provided to build your own style SMS body for monthly SMS

Here are tags for your reference

{contact_name} - Customer Name

{invoice_count} - No of due invoices

{total_due_amount} - Total due of all invoices

{payment_link} - Payment Link

{business_name} - Your business name

Step 4- Then Tick Auto Send SMS , Select Which day of month to send SMS and time.

Note: if you choose 31st or 30th, and month has only 28 days, etc then it will send on last day of the month

Step 4- Click Save

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