[{"question":{"category_id":1369272,"account_id":12867,"created_at":"2023-05-15T21:22:32.000Z","tag_names":["reminders","using reminders","reminder cadence","overdue reminders","payment due","upcoming payment","statement","merge tags","invoice messenger","escalation sequence","dunning","late fee reminder","reminder schedule","disable reminders","attach pdf"],"answer_sample":"Reminders are the automatic follow-up communications Biller Genie sends to your c","long_answer_sample":"Reminders are the automatic follow-up communications Biller Genie sends to your customers between the time an invoice goes out and the time it's paid. They're the engine that \"chases\" payments on your behalf — and the reason most Biller Genie merchants get paid significantly faster than they used to. This article explains how reminders work, what ea","language_id":1,"id":1957096,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"reminders automatic follow-up communications biller genie sends customers time invoice goes paid. engine \"chases\" payments behalf — reason merchants get paid significantly faster used to. article explains work, reminder type for, configure them. fit genie's messaging model two flavors customer communication messenger first touch. (and updates changes). (this article) cadence. repeats together cover whole life invoice. gets customer's hands; keeps top mind. six types organized message types, purpose. can turn one off, choose whether deliver email, paper mail, both. exact timing set globally configuration page. upcoming payment heads-up sent due. especially useful businesses offer terms (net 15, net 30) want encourage pay early, autopay appreciate charge hits. overdo early-warning touch usually plenty; starts feel like nagging. due invoice's date. updated existing changed (line item edited, amount adjusted, date moved). email only. statement periodic summary listing open invoices document. overdue past workhorse system. run recurring cadence core collections process. see escalation-sequence pattern below. late fee posts, giving chance kicks in. mail delivered always available. requires add-on . enabled type, reliably check email. installing add-on. brand-new account install takes ten seconds. step 1. add-ons marketplace genie, go marketplace, select category, click reminders. 2. tile. now shows ready configure. next section find configured three levels layered everywhere global defaults baseline every customer. once. overrides quickbooks (e.g. wholesale fewer retail). per-customer specific send vip touches; chronically more). most-specific layer wins. says \"statement on\" override turns statements. configuring (how days fires, soon etc.) page control panel \u0026gt; trigger schedule. fire due, itself); others schedule repeat n days). save. new applies point forward. global, channels change account. vary per turned delivery (email / mail) active \"message less\" pattern. practical start balanced works service b2b 3 date, update, month, (for accounts only). below; part spend tuning. 1 day adjust based fits policy. tune aggressive feels pushy; gentle ignored. watch overlap multiple schedules collide example, lands ends emails you, reads overzealous collections. setting cadence, walk couple sample timelines (day 0, 5, 30…) make sure scheduled day. unavoidable, stagger two. building escalation sequence effective single repeating tiered messages escalate tone channel older. tier block age range, matches serious situation become. common four-tier 0 60 friendly nudges, \"just reminder, please chance.\" 7-14 days. 2 120 firmer reminders, still \"your contact resolve this.\" add 90-day mark tangible escalation. 7-10 180 final notice. + mail. \"this hear may referred collections.\" 7 4 180+ either \"account suspended collections\" notice, stop sending route whichever schedule, subject line, body content. let opt later tiers never threaten everyone assumes genuinely delinquent unresponsive. long-standing who've simply slow will damage relationship. use exempt a-list tiers, carry friendlier 1/2 instead. merge tags personalizing templates support placeholders {customerfirstname} {amountdue} replaces real data out. template render correctly work information name. renders \"sir/ma'am\" name file (useful businesses). {customerbusinessname} business blank. {customerdisplayname} preferred display (combines set). {jobname} job title sub-customer setups). {other} value custom field. {invoicenumber} number. {invoicedate} (mm/dd/yyyy). {duedate} balance remaining, formatted currency $1,234.56). statements, total instead {ponumber} po number (empty none). {invoicedayslate} is. plain 42). negative yet. (conditional) fees merchant qualifies. otherwise empty strings, safely include double \"with fee\" \"without variants. {latefee} applied (currency formatted). {latefeedate} post link {customerportallink} full url portal drop give one-click pay-now link. {customerstatementlink} direct download/view statement. {dbaname} business's dba (the know by). tag rules case-sensitive works; replace literally. curly braces ({{...}}) square brackets ([...]) supported. dates hardcoded mm/dd/yyyy format uses locale's symbol formatting. merge-tag example simple scales across hi {customerfirstname}, remains unpaid. online thanks, abc plumbing co., personalized name, number, amount, late, manual editing disable need just customer, per-invoice opt-out portal, navigate reach record tab. modify confirmation banner appears. re-enabling path currently opted settings sparingly (customer → overrides) handles \"stop noise\" scenarios cleanly. statements behave little differently invoice, has, (typically month). config last month. recipient view links place, them, download pdf copy. partial within payments, directly view. apply paid, pro-rated customer-record off-schedule invoices, one-off immediately. calls asking complete picture. vs. individual pick strategy often crosses \"too email.\" monthly prefer consolidated view; retail time. attach default, rather whose ap teams archive pdfs toggle attachment yes. save settings. forward includes addition asks receiving sometimes ask redundant, quiet. oblige instead, want. patterns quiet pays consistently. statement, payment, fee. keep loop something lapses. everything except bare minimum. due; repeated follow-ups. entirely, prefers physical (with ). majority benefit exceptions. behavior genie; broader playbook. interact status future automatically. reduce outstanding getting nudges fully voided refunded generating voided/refunded amount. skipped (via waive flag) remind about. frequently asked questions automated sender address (or domain up) look correspondence company. notice automated. replies reply reply-to back genie. expected five causes (1) (check record), (2) fire, (3) bounced invalid, (4) disabled, (5) setting. actually right without changing yes itself, send. manually flow. preview looks option type. real-data receive. related articles fees, features using","name":"Using Reminders","votes":0,"is_published":true,"slug":"using-reminders","first_category":"Invoice Messenger \u0026 Reminders","categories_display_for_views":"Invoice Messenger \u0026 Reminders","parent_categories":[1369272],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoice-messenger-and-reminders/using-reminders?from_search=236871319","host":"https://helpcenter.billergenie.com","body_txt":"reminders automatic follow-up communications biller genie sends customers time invoice goes paid. engine \"chases\" payments behalf — reason merchants get paid significantly faster used to. article explains work, reminder type for, configure them. fit genie's messaging model two flavors customer communication messenger first touch. (and updates changes). (this article) cadence. repeats together cover whole life invoice. gets customer's hands; keeps top mind. six types organized message types, purpose. can turn one off, choose whether deliver email, paper mail, both. exact timing set globally configuration page. upcoming payment heads-up sent due. especially useful businesses offer terms (net 15, net 30) want encourage pay early, autopay appreciate charge hits. overdo early-warning touch usually plenty; starts feel like nagging. due invoice's date. updated existing changed (line item edited, amount adjusted, date moved). email only. statement periodic summary listing open invoices document. overdue past workhorse system. run recurring cadence core collections process. see escalation-sequence pattern below. late fee posts, giving chance kicks in. mail delivered always available. requires add-on . enabled type, reliably check email. installing add-on. brand-new account install takes ten seconds. step 1. add-ons marketplace genie, go marketplace, select category, click reminders. 2. tile. now shows ready configure. next section find configured three levels layered everywhere global defaults baseline every customer. once. overrides quickbooks (e.g. wholesale fewer retail). per-customer specific send vip touches; chronically more). most-specific layer wins. says \"statement on\" override turns statements. configuring (how days fires, soon etc.) page control panel \u0026gt; trigger schedule. fire due, itself); others schedule repeat n days). save. new applies point forward. global, channels change account. vary per turned delivery (email / mail) active \"message less\" pattern. practical start balanced works service b2b 3 date, update, month, (for accounts only). below; part spend tuning. 1 day adjust based fits policy. tune aggressive feels pushy; gentle ignored. watch overlap multiple schedules collide example, lands ends emails you, reads overzealous collections. setting cadence, walk couple sample timelines (day 0, 5, 30…) make sure scheduled day. unavoidable, stagger two. building escalation sequence effective single repeating tiered messages escalate tone channel older. tier block age range, matches serious situation become. common four-tier 0 60 friendly nudges, \"just reminder, please chance.\" 7-14 days. 2 120 firmer reminders, still \"your contact resolve this.\" add 90-day mark tangible escalation. 7-10 180 final notice. + mail. \"this hear may referred collections.\" 7 4 180+ either \"account suspended collections\" notice, stop sending route whichever schedule, subject line, body content. let opt later tiers never threaten everyone assumes genuinely delinquent unresponsive. long-standing who've simply slow will damage relationship. use exempt a-list tiers, carry friendlier 1/2 instead. merge tags personalizing templates support placeholders {customerfirstname} {amountdue} replaces real data out. template render correctly work information name. renders \"sir/ma'am\" name file (useful businesses). {customerbusinessname} business blank. {customerdisplayname} preferred display (combines set). {jobname} job title sub-customer setups). {other} value custom field. {invoicenumber} number. {invoicedate} (mm/dd/yyyy). {duedate} balance remaining, formatted currency $1,234.56). statements, total instead {ponumber} po number (empty none). {invoicedayslate} is. plain 42). negative yet. (conditional) fees merchant qualifies. otherwise empty strings, safely include double \"with fee\" \"without variants. {latefee} applied (currency formatted). {latefeedate} post link {customerportallink} full url portal drop give one-click pay-now link. {customerstatementlink} direct download/view statement. {dbaname} business's dba (the know by). tag rules case-sensitive works; replace literally. curly braces ({{...}}) square brackets ([...]) supported. dates hardcoded mm/dd/yyyy format uses locale's symbol formatting. merge-tag example simple scales across hi {customerfirstname}, remains unpaid. online thanks, abc plumbing co., personalized name, number, amount, late, manual editing disable need just customer, per-invoice opt-out portal, navigate reach record tab. modify confirmation banner appears. re-enabling path currently opted settings sparingly (customer → overrides) handles \"stop noise\" scenarios cleanly. statements behave little differently invoice, has, (typically month). config last month. recipient view links place, them, download pdf copy. partial within payments, directly view. apply paid, pro-rated customer-record off-schedule invoices, one-off immediately. calls asking complete picture. vs. individual pick strategy often crosses \"too email.\" monthly prefer consolidated view; retail time. attach default, rather whose ap teams archive pdfs toggle attachment yes. save settings. forward includes addition asks receiving sometimes ask redundant, quiet. oblige instead, want. patterns quiet pays consistently. statement, payment, fee. keep loop something lapses. everything except bare minimum. due; repeated follow-ups. entirely, prefers physical (with ). majority benefit exceptions. behavior genie; broader playbook. interact status future automatically. reduce outstanding getting nudges fully voided refunded generating voided/refunded amount. skipped (via waive flag) remind about. frequently asked questions automated sender address (or domain up) look correspondence company. notice automated. replies reply reply-to back genie. expected five causes (1) (check record), (2) fire, (3) bounced invalid, (4) disabled, (5) setting. actually right without changing yes itself, send. manually flow. preview looks option type. real-data receive. related articles fees, features using","categories":{"current":{"id":1369272,"name":"Invoice Messenger \u0026 Reminders","url":"/invoice-messenger-and-reminders"}},"category_param":"invoice-messenger-and-reminders"}}]