Sending Reminders

To send reminders using Classic templates:

1. Click the Collections tab. The Reminders section displays the reminder rules and the number of reminders to be sent for each rule.
2. [Optional] If you have multiple companies in your org, you can select the company that you want to send reminders from. The selected company defaults to your current company. You can choose an alternative company from the Company list.
3. [Optional] Click To Send to view a list of the reminders that are due to be sent. You can review the invoices that are to be sent. To exclude an invoice from the reminder process, clear the Selected checkbox.
4. Click Send. If you are viewing the invoices, click Send Reminders. A status bar displays the progress of the reminder process. A message also displays. Click View Reminders to see details of the Reminders process.

If you are sending a large number of reminders for a rule, you can encounter Conga batch limits. The reminders process will automatically create multiple Conga batches to avoid those limits. Where multiple batches are created, the procedure for sending the reminders is slightly different. Both procedures are documented below.

To send reminders using a single Conga batch:

1. Click the Collections tab. The Reminders section displays the reminder rules and the number of reminders to be sent for each rule.
2. [Optional] If you have multiple companies in your org, you can select the company that you want to send reminders from. The selected company defaults to your current company. You can choose an alternative company from the Company list.
3. [Optional] Click the number in the To Send field to view a list of the reminders that are due to be sent. You can review the invoices that are to be sent. To exclude an invoice from the reminder process, clear the Selected checkbox.
4. Click Step 1: Attach Documents. A warning message displays.
5. Click Leave. The Conga Batch Details display.
6. Click Start. The attachment creation process starts. When the process is complete, close the dialog box.
7. Click Step 2: Send. A status bar displays the progress of the reminders process. A message also displays. Click View Reminders to see details of the Reminders process.

To send reminders using multiple Conga batches:

1. Click the Collections tab. The Reminders section displays the reminder rules and the number of reminders to be sent for each rule.
2. [Optional] If you have multiple companies in your org, you can select the company that you want to send reminders from. The selected company defaults to your current company. You can choose an alternative company from the Company list.
3. [Optional] Click the number in the To Send field to view a list of the reminders that are due to be sent. You can review the invoices that are to be sent. To exclude an invoice from the reminder process, clear the Selected checkbox.
4. Click Step 1: Attach Documents. A warning message displays.
5. Click Leave. The Conga Batch URL Details display. A separate URL displays for each Conga batch.
6. Click a URL. The Conga Batch details display.
7. Click Launch from the more actions menu. A warning message displays.
8. Click Leave.
9. Click Start. The attachment creation process starts. When the process is complete, close the tab.
10. Repeat Steps 6 to 9 for each Conga batch.
11. Click Step 2: Send. A status bar displays the progress of the reminders process. A message also displays. Click View Reminders to see details of the Reminders process.

If you exclude reminders that have Conga templates attached, you can choose to use those attachments or create new attachments, when you send the excluded reminders. Reminders that do not have attachments will have attachments created for them, when you click Attach Documents.