Payment reminders and payment plans

Automatic reminders

1. 1Step 1: Go to Payments › Reminders and switch Automatic reminders on.
2. 2Step 2: Set the Minimum overdue amount; units owing less are not reminded.
3. 3Step 3: Configure 1 to 3 steps, each with a Notice (Friendly reminder, Second notice, Formal notice) and Days after due. The defaults are 7, 21 and 45 days.
4. 4Step 4: Press Save settings.

• Every morning Kelvo Nest marks unpaid invoices past their due date as overdue, even when reminders are off.
• Each unit gets at most one email per day, at the highest step reached, listing all its overdue invoices with your bank details and the references to use.
• Reminders go to the unit's billing contact, or else the owner.
• Run now processes reminders immediately. Sent reminders shows what went out and whether it was delivered.
• On a unit's account, Send reminder sends one straight away at the unit's current level.

Payment plans

1. 1Step 1: Open the unit under Payments › Balances and press Payment plan.
2. 2Step 2: Check the Total (the current balance), choose the number of monthly Installments (1–36) and the First due date.
3. 3Step 3: Adjust individual amounts if needed; Split evenly resets them. Press Create plan.

• Every payment recorded while the plan is active counts toward it.
• Units on an active plan don't get automatic reminders.
• Cancel plan keeps the debt on the account; reminders resume from the next daily run.