The Messages tab on the customer page shows all emails, letters and SMS messages sent to the customer, with an action menu for each message.
How to do it
- Open the customer and click the Messages tab.
- Filter with the tiles All, Email, Letter or SMS.
- Read the columns Date, Subject (with the recipient and the template name below it), Payment reference and Amount.
- Click the row to open the message panel, or click ā¦ for the action menu.
Action menu of a message
| Action | See |
|---|---|
| View message | Viewing a message: timeline, invoices and variables |
| Preview message | Opens the message as the customer received it, in a new tab. This preview still runs in the old portal. |
| Open collection order | Opens the collection order panel of the collection order the message belongs to |
| Mark as paid | Marking a message as paid |
| Postpone due date | Postponing, withdrawing or cancelling a message |
| Resend message | Resending a message |
| Withdraw message | Postponing, withdrawing or cancelling a message |
| Mark as cancelled | Postponing, withdrawing or cancelling a message |
Grey actions are not possible in the current status of the message.
See also
- Statuses of collection orders, messages, settlements and promises
- Report types (Messages report for an overview across all customers)