Set up Automated Billing Reminders

Set up automatic email reminders on each project to ensure your subcontractors know when to submit their Applications for Payment.

On the Active projects tab, select the project.
Listed are the project's contracts.
Select the checkbox to the left of each contract you want to set up automated billing reminders for.
On the right-hand side of the screen, select Send reminders.
The Send reminders window lists each contract you selected.
In the right-hand corner, select Configure reminder rules.
The Automatic Reminder Rules window opens.
Select + New reminder rule.
Set the rules which should apply to each contract you selected:
1. Select the Reminder Type.
  - Call - your subcontractor(s) will receive an automated phone call.
  - Email - your subcontractor(s) will receive an email from Trimble Pay.
2. Set the project's Pay app due date (DOM). You might choose the Billing end date as shown in the project's Billing periods tab, or an earlier date.
3. Under Repeat, set the frequency.
4. If the reminder automation should ever expire, indicate when.
Select Save.

The rules you defined are applied to each contract you selected.

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