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SafeSend Returns Payment Reminders
Our clients are often confused when they receive payment reminders. If a client has a direct debit in place to satisfy the payment, the message creates concern that there is an action to be completed. While we do want to notify our clients when a payment is scheduled to be debited, we would like additional details in the payment reminder messaging that would indicate the authority to which the payments are due and how the payments are being made, i.e. an indication that direct debit has been setup, and no action is required.
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Hi Martha. Thank you for reaching out with this feedback. Our voucher reminder emails currently include the authority name, payment type, due date, and notes column that will display Do Not Pay for those automatic withdrawal vouchers. Example below
This also confuses many of our clients! And many of them aren't tech-savvy enough to turn off the payment reminders on their own - would be great if our team could go in and shut them off for them, to avoid confusion. I know we can choose to send reminders or not right off the bat, but would love that option after it's been sent to the client as well.
Hi Kari. We certainly understand the need to turn off those voucher reminders after delivery. This can be done from accessing the action menu of the delivered return > three dots > Send Reminder > Schedule Automated Reminder > Voucher Reminders > Toggle OFF. Screenshot below
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