Access and prerequisites
- Read orders gives access to the invoice list and details.
- Update notifications is also required to send reminders.
- The company must have global email or SMS notifications enabled for that channel to be selectable.
- The invoice must be issued, have a known due date and remaining balance, be past its due date, and have no pending or closed payment flow.
- Each selected channel needs a valid customer email address or phone number.
Review invoices
Use Overdue, Open, Paid, or All to choose a view. Search by invoice, customer, or property address, and open a row to review:- invoice value, remaining balance, due date, provider, and synchronization time;
- recorded payments and refunds;
- previous email and SMS reminder deliveries;
- the related order.
Sweeply refreshes invoice and payment state from the accounting provider before dispatch. A reminder can therefore be skipped when the balance, due date, recipient, or payment flow changed after you selected it.
Send overdue reminders
1
Open Invoices
Choose Overdue, then search or filter until the intended invoices are visible.
2
Select invoices
Select individual rows or all eligible matching invoices. One command can contain at most 500 invoices.
3
Choose Send reminder
Wait for Sweeply to check current eligibility and count recipients that are ready for email and SMS.
4
Choose channels
Enable email, SMS, or both. A channel is unavailable when it is disabled for the company or none of the selected invoices has a valid recipient.
5
Confirm and send
Sweeply queues the selected invoices for a final provider and recipient check. Review each invoice’s reminder history for the delivery outcome.