Send a reminder about an unpaid invoice to a client (SMS method)
To tell a client to remember to make payment for an unpaid invoice, you can use a reminder. If your organization has an enabled SMS module, you can use an SMS message as the reminder.
Make sure that your ezyVet site has an enabled SMS module.
Tip: This procedure uses a client contact record. But you can also do this procedure in a clinical record. The Send Payment Reminder SMS button in step 5 shows in the Financial Records section of the Financial tab of the clinical record.
- Select Contacts.ezyVet shows the contact records of your site.
- Select Financial.
- In the Financial Records section, select the applicable unpaid invoice.
- Select Send Payment Reminder SMS.ezyVet shows the Send SMS dialog box.Note: ezyVet only shows Send Payment Reminder SMS if the client has unpaid invoices.
- In the Message box, enter the necessary reminder text.Note: ezyVet does not have an SMS template that you can use to change the text that the Message box initially shows. The Message box always initially shows Hello. We do not appear to have received payment for your last bill. Please make this payment as soon as possible.Tip: To change the phone number that ezyVet sends the SMS message to, use the Number box.
- Select Send.ezyVet shows a confirmation message: