Reviewing and Managing Emails

Reviewing and Managing Emails

The Emails page in Solido gives you full visibility into every reminder email that has been generated, sent, or cancelled. It is your central hub for monitoring your collections communications and taking action on individual emails before they are delivered.

Viewing the Email List

To access the email list, click Emails in the left sidebar. The page displays all emails across your workspace in a single list. Each row shows the recipient, the associated invoice, the scheduled send date, the sender mailbox, and the current status.

You can filter and sort the list to quickly find what you need:

• Filter by status: Show only emails with a specific status: Sent (delivered successfully), Pending (scheduled but not yet sent), or Cancelled (stopped before delivery).
• Search by recipient: Use the search bar to find emails for a particular customer or contact by name or email address.
• Sort options: Sort the list by scheduled date, recipient name, or status to organise your view.

Quick Actions

For pending emails, you can take quick action directly from the list without opening the email detail view. Click the menu icon on the right side of any pending email row to reveal the available actions:

• Send Now: Immediately sends the email instead of waiting for the scheduled time. Use this when you want to follow up with a customer right away.
• Cancel: Prevents the email from being sent. The email moves to the Cancelled status and will not be delivered. This is useful if a customer has already paid or you need to handle the situation differently.

Managing Pending Emails

Pending emails are reminders that Solido has generated but not yet sent. They sit in the queue until their scheduled send time arrives. This gives you an opportunity to review each email before it goes out.

Click on any pending email to open its detail view. Here you can review all the key information:

• Scheduled date and time: When the email is set to be delivered.
• Invoice details: The invoice number, amount due, and due date associated with this reminder.
• Recipient: The contact name and email address the reminder will be sent to.
• Sender: The mailbox the email will be sent from.
• Subject line: The generated subject for the email.
• Email body: The full text of the reminder as generated by Solido based on your email rules.

After reviewing, you have three options. You can click Send Now to deliver the email immediately, click Cancel to prevent it from being sent, or simply close the detail view and let the email send automatically at its scheduled time. Most users find that reviewing a few emails when they first set up their rules is enough to build confidence in the system, after which they let Solido handle everything automatically.