Beta: Email settings: Senders, forewarn and signatures

Email settings: Forewarn and signatures

To edit your email settings go to Manage > Email

Adding and editing signatures

Click ‘Edit’ next to the sender

 

 

Under 'Signature', there is a text box, enter your preferred signature.

Click the 'image' button to add a logo or email footer, or drag-and-drop an image from your computer

 

Forewarn

Selecting ‘Forewarn’ for a sender means that reminders will be sent to their email address in the 24 hours before any automatic chasers are sent out. It also means that the sender is informed weekly about invoices that have reached the end of their schedule; i.e. invoices that are no longer eligible to be chased automatically.

 

These reminders are sent at the following times (GMT):

  • 5 am - regarding chasers due to be sent between 7 am and 5 pm today
  • 10 am - regarding chasers due to be sent between midday today and 7 am tomorrow
  • 3 pm - regarding chasers due to be sent between 5 pm today and midday tomorrow

 

To enable forewarning:

  • Click ‘Edit’ next to the relevant sender
  • Tick the checkbox under ‘Forewarn’
  • Click ‘Save’

‘Yes’ will now appear in the forewarn column next to the sender.

 

 

Setting normal and escalated senders

You can use escalation by setting normal and escalated senders. These can be then selected for each chasers in a  schedule, so you can personalise how the escalation is set. For more information on this see our help centre article here.

 

 

 

 

 

 

 

 

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