Payment reminders
Send a payment reminder by email
Check the content, templates and recipients and send a payment reminder with its available attachments.
Updated on October 7, 2026
This page lets you compose the email accompanying one payment reminder. You need access to the administration and an active Billnado licence. Sending is available for Draft, Pending, Paid and Completed, but not for Outstanding payment or No longer followed up.
Content
| Field or setting | Meaning |
|---|---|
| Subject | The email title. It initially contains Reminder and the reminder number; you can edit the text. |
| Message | The accompanying message recipients will read. You can format and edit it before sending. |
An available default body template for the current reminder level prepopulates the message. Billnado uses the level one, two or three templates according to the reminder. An available default footer is appended. Template fields are filled with the reminder number and customer and trade-name details.
Recipients
Suggested addresses come from customer contacts and email addresses marked for payment reminders. Duplicate suggested addresses appear once. Check the list; add a recipient yourself if no suitable addresses are available.
| Field or setting | Meaning |
|---|---|
| Email address | The address to which this recipient's message is sent. You can change suggested addresses. |
| Type | To is the main recipient, CC receives a visible copy and Bcc a hidden copy. New recipients default to To. |
| Add / Add recipient | Adds a recipient. Use Add recipient for an empty list; otherwise Add appears beside the last recipient. |
| Delete | Removes only this recipient from the mailing; it does not change customer details. |
There must be at least one To recipient. CC or Bcc addresses alone are insufficient.
Templates and actions
| Action | Effect |
|---|---|
| Import template → Message template | Replaces the message with the selected template for the reminder level while preserving the footer. |
| Import template → Footer template | Replaces the footer while preserving the message. |
| Reset | Restores the suggested content and recipients after changes. |
| Cancel | Returns to the reminder details without sending. |
| Send | Queues the email for processing and returns to the reminder details. Documents stored with the reminder and available terms and conditions of the trade name are attached. |
If no templates are available, enter the message yourself. Template and sending actions become available once the reminder has loaded and its status permits sending.
Important: Send starts an actual email delivery to the entered addresses. Check recipients, text and the documents stored with the reminder before choosing this action. Importing another template replaces the corresponding text you have already edited.
Sending does not finalise a draft or change the reminder's payment or follow-up status. Processing happens in the background; returning to the details does not confirm delivery to the recipient. Follow processing in the email history.