Quick answer
Automate collection reminder: Schedule collection reminders with rules, channels, and exceptions to reduce manual follow-up. In Renteric, follow these key steps: Choose trigger, Select audience, and Configure channel and template. Finish by validating that debtors receive timely notices without bothering people who already paid or are exempt.
Before you start
- Have invoices, leases, or balances with due dates.
- Define allowed channels: portal, email, WhatsApp, or internal task.
- Review tone, language, and customer exceptions.
Step by step
- 1
Choose trigger
Define whether the notice goes out before due date, on due date, or after overdue status.
- 2
Select audience
Apply the reminder to leases, invoices, or specific segments and exclude sensitive cases.
- 3
Configure channel and template
Choose channel, language, balance variables, and payment link so the message is actionable.
- 4
Define payment stop rule
Make sure approved payments, reconciled deposits, or accepted proofs stop future notices.
- 5
Test and activate
Send a test, review content, and activate the rule with delivery monitoring.
Common errors
Reminders are sent for paid invoices
The rule does not stop when payment is recorded or reconciled.
Add an outstanding-balance condition and test with a paid invoice.
The message has no payment link
The template lacks a link variable or the collection channel is incomplete.
Update template and channel before reactivating the reminder.
FAQ
Can I use different tones by segment?
Yes. Create separate rules or templates for preventive, due, and advanced overdue notices.
How do I avoid duplicate messages?
Use one rule per milestone and review that automations do not overlap.
Can I pause reminders for one tenant?
Yes. Add a temporary exception or pause the lease rule while the case is resolved.
Video guide
What this solves
Schedule collection reminders with rules, channels, and exceptions to reduce manual follow-up.
Choose trigger
What to prepare first
Have invoices, leases, or balances with due dates. Define allowed channels: portal, email, WhatsApp, or internal task. Review tone, language, and customer exceptions.
Select audience
Guided walkthrough
Choose trigger: Define whether the notice goes out before due date, on due date, or after overdue status. Select audience: Apply the reminder to leases, invoices, or specific segments and exclude sensitive cases. Configure channel and template: Choose channel, language, balance variables, and payment link so the message is actionable.
Configure channel and template
How to validate the result
Define payment stop rule: Make sure approved payments, reconciled deposits, or accepted proofs stop future notices. Test and activate: Send a test, review content, and activate the rule with delivery monitoring. debtors receive timely notices without bothering people who already paid or are exempt
Test and activate