Credit Line (M2) - Payment Reminder Emails

Payment Reminder Emails

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The Credit Line extension is capable of sending payment reminder emails to customers if they haven't paid off overdue credit. The emails can be sent manually or automatically.

To configure the payment reminder emails, from the admin dashboard navigate to STORES → Configuration → CMINDS → Credit Line → General Settings.

Setting the Frequency of Payment Reminder Notifications

Identify the option labeled Payment Reminder. This setting will allow you to set how frequently payment reminder emails are sent automatically by the extension.

Choose between:

  • Once a month - an email reminder will be sent automatically once a month.
  • Every X days - allows setting a custom frequency of sending email notifications.
  • Manually - allows sending a reminder manually.
  • No need to repay - disables email notifications.

Option Every X days will open an additional input field for setting the number of days between payment notifications.

Manually Sending Payment Reminder Emails

You can opt out of automatically sending Payment Reminder emails by choosing Manually in the Payment Reminder option. Or you can manually trigger a payment reminder email to be sent even when they are sending on a schedule.

To do this click the Send Repayment Mail button.

Payment Reminder Email Settings

Emails reminding users to repay their Credit line Credit can be configured.

Payment Request Email Sender - allows choosing an email sender in the list. General Contact is selected by default.

Payment Request Email Sender Name - allows entering a sender name.

Payment Request Email Subject - allows entering an email subject.

Enable balance update email - allows sending an email once the balance is updated.

Template of Balance Update Email - allows choosing an email template from the list. Balance Update (Default) is set as a default email template.

Get more information about the Credit Line for Magento®2.

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