Chasing late payers automatically
LakeOps can send a customer their statement again automatically once a debt reaches 14, 30 and 45 days old — a schedule you can change — and the feature is off until you deliberately turn it on, because mailing your customers is not something software should start doing on its own.
Most customers pay. A few need asking twice, and asking twice is a job nobody in a dock shop wants in April. LakeOps will do it, once you say so.
It is off until you turn it on
No account sends reminders until somebody deliberately switches them on. Mailing your customers is not a thing software should start doing because it was installed. Turn it on in Settings, and turn it off there too — clearing the schedule does not disable it, it just falls back to the default one.
The schedule
By default a debt gets a reminder at 14 days, 30 days and 45 days old. You can set your own steps, up to six of them, and cap how many any one customer ever gets.
Each step fires once. A customer who is already 60 days behind when you first switch this on gets one note at the furthest step they have passed — not three notes on three consecutive nights working up to where they already are.
Somebody who part-pays
A customer only ever moves forward through the schedule. If they pay some of it and still owe, the next reminder is the next step up, never a repeat of the one they already had. If the payment clears their oldest job, the age of what is left is what decides — so paying the old one and leaving a new one can legitimately mean no reminder for a while.
Somebody who pays in full stops getting them, because there is nothing outstanding to chase.
A card we are about to charge
If a customer has a card on file and a charge against that job is already in flight, they are skipped. Chasing somebody for money you are in the middle of taking is the kind of thing that loses a customer who did nothing wrong.
What actually goes out
Their statement, with a sentence of chase in front of it. One document, so the reminder and the statement can never disagree about the total.
Still stuck? Ask us — or go back to the help center.