How to setup automatic Bill Notifications for Bank connected accounts or Manual Credit Card accounts.

Modified on Thu, 7 Nov at 7:56 PM

Automated Bill Notifications with TimelyBills

At TimelyBills, we understand the importance of staying on top of your finances. Our platform offers seamless Automatic Bill Reminder Notifications for Credit Card accounts.

Option 1: Automatic bill reminder creation for online connected Credit Card accounts (No manual action is required.)

When you connect your credit card account to TimelyBills, the platform fetches important details such as the due date and minimum amount due required to be paid on time etc.
Upon successful connection, TimelyBills automatically generates a bill reminder based on the due date received and minimum amount due, from your connected bank.
While this process typically operates smoothly, occasional technical issues with bank connectivity may arise, affecting the automatic generation of bill reminders.

Option 2: Configure account for automatic bill reminders (works for both online connected and offline Credit Card accounts)

For both online and offline credit card accounts, you can configure TimelyBills to generate automatic bill reminders directly from your account information. This is a one-time setup process.
During the addition or editing of credit card account details, simply input 'Bill Details' including the ‘Bill Generation Date’, ‘Due Date’, and ‘Repeat Frequency’ on the Bill Detail screen.
Activate the Remind me of upcoming bills for this account toggle in the Alerts section. (This toggle is responsible for generating bill reminder alert, so please make sure to keep it on, to generate automatic bill reminders).

Following the above steps ensures that TimelyBills automatically generates bill reminders on the specified bill generation date, adhering to the provided frequency.

Please note, while we strive for accuracy, technical issues may occasionally arise, potentially affecting the retrieval of due balances and display of bill amounts.

Option 3: Directly creating a bill reminder for credit card account.

For ultimate control, TimelyBills allows users to manually create bill reminders for their credit card payments. This is a one-time configuration process.
Navigate to the Bill section and manually create a recurring bill reminder according to your payment schedule. Follow link how to create a recurring bill https://support-timelybills.freshdesk.com/a/solutions/articles/84000370314?lang=en
Do not forget to choose category as ‘Credit Card’ and ‘To Account ‘as your credit card account for which you want to see the bill reminder notifications.