Reneva
Reminders help you follow subscription due dates. You can use the company standard or customize an individual subscription.
Due-date notice to the client
In Settings → Email and alerts → Due dates, set the automatic notice. On the subscription record, use the bell in the header to enable or disable it, or customize its days, subject and text.
The notice requires the client email. Check the lead time and text before enabling it.
Notify client
Use Notify client to prepare a manual notice. Check the recipient, text and amount, then send it.
If the client has no email, you can record the contact without sending a message.
Internal notification
An internal notification alerts the users included in the configuration. It reminds you about a due date; it does not send anything to the client.
Due-date summary
The summary collects due dates to check. Open a row to reach the subscription and decide whether to send a notice, create a document or record payment.
Who received what
In the subscription's Notes and sending log, you find recorded and sent notices. Use them to check what has already been communicated.