Send manual reminders in Collections

Use Send document overview to communicate with account contacts at any time, outside of scheduled procedure steps. Templates help you quickly generate ad hoc payment reminders, debt collection letters, and other account-related messages.

Steps

1. Go to any account record.
2. Select Send document overview from the left menu.
3. Select one of four delivery options:

   Option	Description
   Download PDF	Export the document to share with external parties such as collection agencies
   Send by email	Send the document to the account contact’s primary email address
   Send by SMS	Send a text message to the account contact’s primary phone number
   Send to print service	Send the document to the account contact’s physical address by standard or registered post

4. Clear Show background if you do not want the message to appear on company letterhead. This setting is enabled by default.
5. Use the dropdown to select a message template. See Create Templates for Customer Communication for instructions on creating new templates.
6. (Optional) Enable Select documents to choose which documents to include.
7. Send the document:
   • Select Edit and send to review the message and/or add a custom recipient instead of the default.
   • Select Send to deliver the message as-is.

Sent Documents Overview

To see a record of the reminders you have sent, select Sent documents from the left menu of an account record. Both automatic and manual reminders are logged here. Select Download to export a reminder in PDF format.

Related Articles

• Send and Manage Messages in Collections
• Create Email Templates
• Use Agentic Email
• Send Reminders via Text Message (SMS)
• Process Workspace and Payment Plan Lists

Need Help?

If the Send document overview option is not visible on an account record, confirm that your account has the appropriate permissions. Contact the Billtrust Support team for further assistance.