Using Sage Copilot, you can send multiple payment reminders at once instead of one by one. 

This helps to:

• Improve cash flow
• Keep your records up to date
• Take away the manual work

You can only enable Automatic Payment Reminders if you have a Copilot licence. Users with access to Settings can switch the option off, for example, if the Copilot user is on holiday or leaves the business.

Enable automatic payment reminders

1. From Settings, go to the Payment reminders section.
2. Select the toggle button to turn on scheduled reminders. You can turn this off at any time using this toggle. 
3. Enter the minimum amount owed (for example, £50.00) for sending reminders.
4. Choose the number of days before or after the invoice due date for sending reminders.
5. Use the dropdown menu to choose the number of days and select before or after the due date.
6. In the Reminder email template section, edit the Subject and Content of the email. 
7. Use Draft with Copilot to generate a suggested email template, then edit as needed.
8. Save your settings.

 NOTE: We send reminders every day at 6am UTC time.

Register for our free Copilot in Sage Accounting webinar.