You can setup payment reminders to send to your clients before their payment is due directly from your LevarteCRM.

  1. Login into your LevarteCRM
  2. Click on "Auto-Reminder Setup," from the left side menu.
  3. Click on the Payment Due or Final Payment tabs then select "Edit Message/Activate Event."
  4. This reminder will be for ALL clients, so do not put any specific information about a client or their booking here. You want it to be a general template and can use the tags provided to indicate which information you want to be included that will be specific to each client. The default message is the following:

    Hello, This email is to inform you that your next payment of {DepositAmt} is due on {DepositDate}. This is for your reservation with {SupplierName} set for departure on {BeginTravelDate}. Please disregard this notice if your payment has already been made.
  5. Then choose the number of days you want the email reminder to go out before the travel date.
  6. Next click the box next to Activate to activate this reminder, and then click save.