Payment Reminders for Direct Debit

Written By dev@payadvantage.com

Last updated 5 months ago

When setting up a customer on a Direct Debit arrangement, you have the option to enable payment reminders.

Payment reminders are a useful tool to help reduce failed payments and improve collection success rates.

How Payment Reminders Work

When enabled, Pay Advantage will automatically send your customer a reminder of their upcoming payment via:

  • SMS, and

  • Email

These reminders notify the customer in advance of the scheduled debit, allowing them to ensure sufficient funds are available.

Reminder Timing Options

You can choose when reminders are sent:

  • 1 day before payment

  • 2 days before payment

  • 3 days before payment

Turning Reminders On or Off

  • Payment reminders can be enabled or disabled when creating the Direct Debit

  • If you do not wish to send reminders, simply turn this setting OFF

Fees

Please note that payment reminders incur an additional fee.

You can choose to:

  • Absorb the cost yourself, or

  • On-charge the fee to your customer

Learn how to view a breakdown of the fees associated with your Pay Advantage account here.

Turning Off Payment Reminders for an Active Direct Debit

If you have already enabled payment reminders but would like to turn them off for an active Direct Debit, follow the steps below:

  1. Open the customer’s active Direct Debit in the system.

  2. Click the Change button next to the customer’s name and Direct Debit description.

  3. Select Settings.

  4. Turn Send Payment Reminders to OFF.

  5. Ensure the option for Reminders is also unticked.

  6. Click Save Changes.

This will disable all future payment reminders for that Direct Debit arrangement.