Configuring Reminder Rules
Configuring Reminder Rules
Reminder rules are the backbone of your automated collections process in Solido. Each rule defines when a reminder email is sent, who it is sent from, and how the email content is generated. By configuring a sequence of rules, you create a structured follow-up cadence that runs automatically for every outstanding invoice.
Creating a Reminder Rule
To create a new reminder rule, navigate to Settings → Reminder Rules in the left sidebar. Click Add Reminder to open the configuration form. Fill in the rule settings described below, then click Save to activate the rule. Once saved, the rule applies to all outstanding invoices going forward.
Rule Settings
Each reminder rule has several settings that control its behaviour. The table below summarises what each setting does.
| Setting | Description |
|---|---|
| Reminder Number | The position of this reminder in your sequence (e.g. Reminder 1, Reminder 2). Determines the order in which reminders are sent. |
| Working Days | The number of working days before or after the invoice due date to send the reminder. Weekends and holidays are excluded. |
| Before/After Due | Whether the reminder should be sent before or after the invoice due date. Use "before" for pre-due nudges and "after" for overdue follow-ups. |
| Send Time | The time of day the reminder email will be sent. Choose a time during normal business hours for the best open rates. |
| Send From | The connected mailbox the email will be sent from. You can use different mailboxes for different stages of your sequence. |
| Customise | Opens the email settings panel where you write your email rules and control tone, content, and structure. |
Configuring Email Settings Per Reminder
Each reminder rule has its own email settings, which you access by clicking Customise. Here you write the email rules (also called instructions) that tell Solido how to compose the reminder. Rules control the tone, structure, and content of the generated email. For example, you might instruct the first reminder to be friendly and conversational, while a later reminder takes a firmer, more direct tone.
It is important to understand that rules are not templates. You do not write the exact email text. Instead, you provide natural-language instructions describing what the email should say and how it should sound. Solido uses these instructions along with the invoice details, such as invoice number, amount due, due date, and customer name, to generate a unique email each time.
Invoice details are automatically included in the email body based on your rules, and the invoice PDF is automatically attached to every reminder email. You do not need to manually add this information.
Editing and Deleting Reminders
To edit an existing reminder, go to Settings → Reminder Rules and click on the reminder you want to modify. Update any of the settings described above and click Save. Changes apply to all future emails generated by that rule. Emails that have already been generated or sent are not affected.
To delete a reminder, click the delete icon next to the rule. Deleting a rule removes it from the sequence and stops future emails from being generated for that stage. Any pending emails already created by the rule will remain in your email list and can be cancelled individually if needed.
