What are Grouped Reminders and how are they different from Statements?

Question

I have been editing the Grouped Reminder text to act as a customer statement. Is this the correct way to use this feature?

Answer

No, Grouped Reminders are not statements. They are a feature designed to reduce the number of emails sent to a client.

For example, if a client has 5 invoices that meet your reminder criteria, a Grouped Reminder will be sent as a single email instead of 5 individual invoice reminders.

We recommend the following template for your Grouped Reminders to ensure clarity for your customers as grouped reminders do not include all invoices:

Dear [Customer First Name],

To help keep your inbox tidy, we've combined what would have been several separate individual reminders into this single email.

[Grouped Open Invoices Table]

For a comprehensive summary of open invoices on your account, please follow this link: [Invoices Link For Customer].

Should you have any queries or wish to dispute any invoice listed, kindly contact us within 48 hours of receipt.

Thank you for your cooperation.

Sincerely

The Accounts Team

How can I check the emails that have been sent to my clients?

You can see every message that has been sent to a client on the Outbox & Sent tab under the client's profile.