How to manage failed reminders

Available with a ledger connected in Free Trial, Free Plan, Full Subscription or Add-ons Check-it or Chase-it

1. Failure to send alerts

If a reminder fails to send, the platform will alert you in different ways

1.1 Email alert

When a reminder fails to send you will automatically receive an alert from the platform to let you know your reminder failed to send, and why. 

1.2 Outbox

You will be able to view any email that failed to be sent in the current week, past week, current month and past month. If you click on the 'Failed' reason, you will be able to get more details about the failed issue in the platform. 

 

2. What's next? 

2.1 Fix the issue

Based on the Failure reason, you will be able to fix the data in your accountancy software directly (e.g: update the email address, update the mobile number, ...) 

The updated data will automatically be pushed to Know-it based on the sync rule for your accountancy software. View here the different sync frequencies for all accountancy software. 

2.2 Re-send the reminder once the issue is fixed

Once the issue is fixed, you will be able to send the reminder again from the platform. 

• If the reminder is an initial chase: the platform will automatically try to send the reminders the next business day. Nothing more to do, the initial chase will keep on being rescheduled until it gets sent as it's not based on any specific due date.
• If the reminder is a before-due reminder, overdue reminder or thank you note: as the reminder is triggered by the due date and the automated reminder schedule, you'll be able to send the reminder manually once you have fixed the issue in your accountancy package.
  To do so go to Chase-it > Invoices > Search for the specific invoice > Select 'Send now' > Select your template > Click on 'Send' 

If you have any questions, please reach out to our support team by raising a ticket here.