How to setup automatic Bill Notifications for online connected or Offline Credit Card accounts.

Modified on Thu, 15 Feb 2024 at 12:37 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 (Works for only Online connected Credit Card Accounts )

  • When you connect your Online Account to TimelyBills, the platform initiates fetching important details such as the Due Date and Minimum Due Amount required to be paid on time. Please note that currently, TimelyBills fetches the Minimum Due Amount only for Credit Card accounts.
  • Upon successful connection, TimelyBills automatically generates a Bill reminder based on the received Due Date and Minimum Due amount from your connected bank. Furthermore, any changes detected during subsequent account syncs, such as alterations in the Payment Due Date, prompt the system to create a new Bill Reminder accordingly.
  • It's important to acknowledge that while this process typically operates smoothly, occasional technical issues with bank connectivity may arise, impacting 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 have the option to configure TimelyBills to generate Automatic Bill Reminders directly from your account information. This is a one-time configuration 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.
  • Following these steps ensures that TimelyBills automatically generates bill reminders on the specified Bill Generation Date, adhering to the provided frequency. You can easily track upcoming bills in the 'Upcoming' tab within the Bill section and on the Account Details screen.
  • Please bear in mind that while we strive for accuracy, occasional technical issues may arise, potentially affecting the exact due balance retrieval and bill amount display.

Option 3: Manual Bill Reminder Creation

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 bill reminder as per your payment schedule.
  • Configure reminder settings to receive timely notifications based on your preferences.

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