All Collections
My Topline Pro Dashboard
How to Send a Payment Request Reminder
How to Send a Payment Request Reminder

Remind clients to approve quotes or make a payment easily through the Topline Pro app.

Jane Yoon avatar
Written by Jane Yoon
Updated over a week ago

πŸ‘‰ We all need reminders sometimes! If you have not received a payment and would like to send your client a reminder, just follow the steps below.

1. From the Topline Pro home page, select the payments icon in the upper right corner of the screen. (it looks like a credit card)

2. Select the pending payment that you would like send a reminder for.

3. Select Follow up in the upper right corner. Note: The follow up email will be sent immediately in this step.

You can view the date the follow up was sent on each request for payment within your payments page of Topline Pro.

πŸ’‘ Next Steps

So the job is complete? Great! How about asking your client for a review? To learn how, click here.

🀝 Need Further Support?

If you have any questions, we're always available by phone and text at 857-365-6868 or by email at [email protected].

Did this answer your question?