As owner or admin:
- Approve the email wording.
- Mark which contacts agreed to get reminders (up to four contacts per customer).
- Pick the days (before, on and after the due date), a minimum balance and a daily cap.
- Switch reminders on for the company.
They run daily at 10:00 IST, largest balances first, by email only. They stop when the customer replies, opts out, or the payment shows in Tally. Each email has an unsubscribe link. Reminders are part of the Pro plan.