Overview

Deposit Reminders let you configure notifications for a due date or for a selected number of days before or after the due date. When you choose an after-due-date reminder, you can also enable repeat reminders until the return is completed.

Before You Start

You need access to Settings. Decide whether the reminder should be sent on the due date or a selected number of days before or after it.

How to Set Up Deposit Reminders

1. Click your profile in the top-right corner.

2. Click Settings from the drop-down menu.

3. Scroll to Manage Main Properties and click Deposit Reminders.

4. Click the plus icon to add a new reminder.

5. To send the reminder on the due date, select On Due Date.

6. To send the reminder before or after the due date, select the required number of days.

7. Choose whether the selected number of days is before or after the due date.

8. If you select after the due date, a repeat option appears. Turn it on if you want the reminder cycle to continue until the return is completed.

9. Click Save to apply the notification settings. 

Tips and Things to Know

• Use On Due Date when the reminder should be sent on the due date itself. 

• For other timing, select the number of days and choose before or after the due date. 

• The repeat option appears when after the due date is selected. 

• Click Save after configuring the reminder. 

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Frequently Asked Questions