Reminder Management

You can set up your voucher reminder policies for SafeSend Returns, both globally and individually.  These processes provide automatic reminders, providing peace of mind for both you and your clients.  

Enabling Payment Voucher Reminders

A System Admin will need to open up Settings, and then click on Vouchers & Invoices.  In the section Payment Vouchers, you can check the box Enable payment voucher reminders to turn on our automated reminder process.

You can then set your default reminder period from the drop-down, ranging from 1 to 30 days.

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Managing Reminders

Individual Reminder Updates

To access the Reminder management screen, locate the return in your Delivered or Archived Returns report, and select the More drop-down, then Reminder.

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  1. Change the interval of the voucher reminder.
  2. Turn the voucher reminder on or off.
  3. Change the interval of the automated signing reminder to remind clients to sign.
  4. Turn the signing reminder on or off.

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Bulk Reminder Updates

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  1. Change the interval of the initial voucher reminder.
  2. Turn the initial voucher reminder on or off.
  3. Change the interval of the automated signing reminder to remind clients to sign.
  4. Turn the signing reminder on or off.

After clicking Save, you will see the below notification:

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Reminders in Archive

Reminders will still be delivered when the returns are placed in the Archive. Archive moves a return out of the Delivered Returns report for organization and tidiness but maintains the returns' reminder status and download capability. Use the same icons mentioned above to turn the reminds on or off.

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Reminder Management View

When reminders have been sent, you can view them in the Reminder Management section under Tax Returns.

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  1. From Date: The starting date to filter the report.
  2. To Date: The ending date to filter the report.
  3. Filter button: Click this after setting your From and To dates to display the range below.
  4. The full report, showing all relevant information on vouchers sent from the dates selected.  You may also filter the report using the text boxes underneath the column heads.
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