The Smart iT bulk email or SMS function has many uses.
One that I enjoy using the most is sending my customers an email or SMS reminding them that their account is outstanding.
In just a few minutes you can send reminders and Smart iT will automatically fill in the customer’s name and the amount outstanding. Saving you the trouble of sending out emails/SMS one by one.
See steps below
Step 1:
- Go to Customer > Age age Analysis
Step 2:
- Use the tick boxes to your left to select the customers that you want to send the reminder.
- Click on Email or SMS
Step 3:
- Fill in your subject line.
- Write your message that you want to send.
You can use substitutions for example {name} and {total}. The substitution will then be replaced with the customer’s name and the total that is being owed.
Saving you a lot of time. - You can use the Add/Edit template to create a template so that you do not have to type out your message every time.
- Click Send when ready.
Please feel free to contact us for any assistance.