Email a test payment reminder

Here’s a step by step guide to sending a live payment reminder to your own email address.
Step One Step Two Step Three Step Four Step Five
1

Go to the AR Summary page. Click on a customer name.

Ensure that the customer has balances in aging periods that are beyond current. This is because the default setting is to exclude current invoices from being emailed. (You can change this on the "Email Options" page).
email test 1
2
 Check the "Alternative email" check box.
email test 2
3
 Insert your email address in the field provided and Save.
email test 3
4
 Go to the AR Aging Summary page.
Check the Email check box in the far right column for the given customer.
email test 4
5
 Click "Email Selected Customers" and you will receive the payment reminder.
email test 5

Notes:

Follow these steps to send a test payment reminder to yourself prior to sending an auto email, or to selected customers directly from the AR Summary page.

Please use Template 1, since this is the same template that is used for Auto-Emails.