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To enable automatic reminder sending, the following steps are required:

1. User account and Mandrill ( MailChimp) integration

It is necessary to establish integration between MetaKocka and Mandrill

• Create a new MailChimp account if you don't have one yet – you need to select the "Standard" plan
• Add the domain from which emails will be sent in the Mandrill account and update the DNS records
• Create email templates in the Mandrill account
• Connect Mandrill via the API connection
• Enable the webhook sending option in the Mandrill account.

2. Additional settings, enabling functionality 

The functionality needs to be enabled first in the Additional Settings / Reminders section

In the menu, select "Additional Settings"

When the Additional Settings are opened, select "Reminders" from the menu.

The settings will be displayed, where you can:

1. Enable the functionality
2. Set the time of day when reminders are prepared and sent, specify the user responsible for creating and sending reminders, and enter the email address from which the email will be sent
3. For each reminder, select the template you previously created in Mandrill and set the delay time after the invoice due date when the selected reminder will be sent.

Once you have finished entering the data, save the entered information.

3. Customers - Setting up the contact for receiving reminders 

For customers you wish to remind automatically, you need to select/mark the contact to which the created reminders will be sent, and enter the email address where the contact will receive the reminder.

Do this in Sales / Customers - select the company and mark the contact, then enter the email address.

Review of created and sent reminders and captured invoices

Once the reminders are created, they are recorded in "Reminder Processing," where you can check which invoices the reminders were created for and which reminder has been sent.

The created reminders are also recorded for the invoices that are subject to reminders.

and in the Notifications tab - Sent Emails, where you can see under Recipient who the email was sent to.

For support:

Enable- COMPANY_FUNC.reminders_over_email_sms , dev_role - paymentReminderSend