Reminders

You can send your customers automated SMS and email reminders for Payment Links. Setting reminders helps you to:

Increase the number of paid Payment Links.
Reduce cost and manual effort required to collect payments.
Reduce the number of days taken by your customer to make the payment.

Types of Reminders

Following are the various types of reminders you can set to Payment Links:

For all Payment Links

This is an account-level setting for all Payment Links where the Payment Link reminder is sent at similar time intervals. For example, 2 days after creation or 3 days before expiry.
For an individual Payment Link

Enable reminders for specific Payment Links.

Set Reminders for All Payment Links

This is an account-level setting. If enabled, all the Payment Links have the same reminder configurations.

To set reminders for all Payment Links:

Log in to the
Curlec Dashboard
.
Navigate to Account & Settings → Payments and refunds → Reminders.
Enable the Reminders for Payment Links option.
Configure reminders for links with and without an expiry date. You can set a maximum of 3 reminders.
Select the medium to send the reminders, SMS, email or both.

Watch Out!

Customers will receive the reminder only if their email and/or SMS details were provided while creating the Payment Link. Know more about

creating Payment Links

Payment Links With Expiry Date

If you have set an expiry date for the Payment Link, you can configure only one reminder based on the expiry date. For example, if you have issued a Payment Link with an expiry date of 30 Nov, you can set a reminder below.

Payment Links Without Expiry Date

If you have not set any expiry date for the Payment Links, you can configure a maximum of 2 reminders to be sent after the issued date. For example, if you have issued a Payment Link on 25 Nov, you can set 2 reminders as shown below.

Set Reminders For Individual Payment Links

You can enable or disable reminders for individual Payment Links.

During Payment Link Creation

To enable reminders while creating a Payment Link:

Log in to the
Curlec Dashboard
.
Navigate to Payment Links.
Click + Create Payment Link.
Enter the necessary details such as Amount and Payment For.
Enable the Send auto reminders option.
Click Create Payment Link to create the Payment Link.

enable or disable reminders when creating a payment link

After Payment Link is Issued

To enable or disable reminders by editing a Payment Link:

Log in to the
Curlec Dashboard
.
Navigate to Payment Links.
Click the Payment Link for which you want to enable or disable reminders. The details of the Payment Link appears on the right pane.
Enable or disable the Send auto reminders option.