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Question:

How to send out payment reminders and overdue payment notices


Answer:

Setting up payment reminders in the Helm control panel:

  1. Login to the Helm control panel http://helm.gothosting.biz
  2. Click on the Account Settings Icon
  3. Click on the Billings Settings Icon
  4. Click on the Payment Reminders Icon
  5. Click the Add New Button
  6. From the drop down box select Before or After the payment due date
  7. Enter the Number of Days (before or after due date) you wish the reminder to be sent
  8. Fill in the email reminder subject and message body.  You can insert the content from the users information by selecting it from the Dynamic Content drop down box anywhere in the message body. This content includes the customers first and last name, username and password, account balance, and several conditional if options.
  9. Check the Send Via Email box and enter the email address you wish the reminder to originate from.
  10. Check the Send Copy to Email Address box and enter the email address you wish to receive a copy of this reminder at
  11. When finished press the Save Button

You can have bot a reminder that goes out xx days BEFORE the due date and an over due reminder that goes out XX days AFTER the due date

 

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