MAXMONEY allows you to send various types of SMS batches manually to clients.

2.1 Execute Repeat Loan Batch

Send SMS messages to borrowers eligible for another loan.

• Target Clients: "Good Clients" with "New Loans Allowed" enabled and all previous loan instalments paid up.

• Navigate to: Processing > MAXSMS > Send SMS to Repeat Loan.

• Employer Search (Optional): Enter an employer name (full or partial) and click Search to filter clients by employer. Leave empty to include all.

• Employer: Select a specific employer from the dropdown list.

• Click Continue. The next screen displays the number of SMSs and the message content.

• You can then choose to Send them or click Back to cancel.

Generate a Report:

• To view clients who received this SMS batch:

  • Navigate to Reporting > MAXSMS > MaxSMS Detail Report.

  • Set Type = Repeat Loan SMS.

  • Set Date Selection = the date the SMS was sent.

2.2 Execute Payment Final Batch

Send SMS messages to borrowers with only a final loan payment outstanding.

• Target Clients: "Good Clients" with "New Loans Allowed" enabled and only the final payment outstanding.

• Navigate to: Processing > MAXSMS > Send SMS to Payment Final. (As of MAXMONEY v15.6, the date range is removed and includes all clients with one outstanding/due instalment).

• Click Continue. The next screen displays the number of SMSs and the message content.

• You can then choose to Send them or click Back to cancel.

Generate a Report:

• To view clients who received this SMS batch:

  • Navigate to Reporting > MAXSMS > MaxSMS Detail Report.

  • Set Type = Payment Final SMS.

  • Set Date Selection = the date the SMS was sent.

2.3 Execute Payment Received Batch

Send SMS messages to borrowers who have made a payment.

• Target Clients: "Good Clients" with "New Loans Allowed" enabled who made a full payment that changed an instalment status to "Paid".

• Navigate to: Processing > MAXSMS > Send SMS to Payment Received.

• Date Range: Works according to the instalment date.

• Minimum Instalment Amount: An SMS is sent only if the payment received is greater than this minimum amount.

• Click Continue. The next screen displays the number of SMSs and the message content.

• You can then choose to Send them or click Back to cancel.

Generate a Report:

• To view clients who received this SMS batch:

  • Navigate to Reporting > MAXSMS > MaxSMS Detail Report.

  • Set Type = Payment SMS.

  • Set Date Selection = the date the SMS was sent.

2.4 Execute CRM Batch

Send marketing or informational SMSs to clients based on their status.

• Navigate to: Processing > MAXSMS > Send SMS to CRM.

• Current Credit: Displays the actual available SMS credits for the entity.

• Monthly Limit: Shows the maximum credits allowed per month (configured by the entity) and how many credits remain for the current calendar month. An SMS may use more than one credit depending on character count.

• Select the Client Statuses: The SMS will be sent to clients with the selected status(es).

Generate a Report:

• To view clients who received this SMS batch:

  • Navigate to Reporting > MAXSMS > MaxSMS Detail Report.

  • Set Type = CRM SMS.

  • Set Date Selection = the date the SMS was sent.

2.5 Execute CRM on Loan Status Batch

Send CRM SMSs to borrowers based on their loan status.

• Navigate to: Processing > MAXSMS > Send SMS to CRM on Loan Status.

• Target Clients: Clients with a loan matching the selected loan status.

• Filtering:

  • If "Application" or "Active" is selected, SMSs are filtered by Loan creation date.

  • If "Non-performing," "Written-off," or "Cancelled" is selected, SMSs are filtered by the loan's log date.

  • If "Not Approved" is selected, SMSs are filtered by the loan's updated date.

  • If "Paid" is selected, SMSs are filtered by the last instalment's date.

• Message: Select the specific message to be sent.

2.6 Execute Payment Arrears Batch

Send SMS messages to borrowers who are in arrears.

• Navigate to: Processing > MAXSMS > Send SMS to Payment Arrears.

• Target Clients: Clients with an active loan instalment in arrears.

2.7 Execute New Loan Batch

Send SMS messages to inactive clients who may be eligible for a new loan.

• Navigate to: Processing > MAXSMS > Send SMS to New Loan.

• Target Clients: Inactive clients with a "Good" status and "New Loans Allowed" enabled.

2.8 View MAXSMS Log

To view a log of executed SMS processes:

• Navigate to MAXMONEY > Processing > Logs > MAXSMS.

• Select a date range and click Submit. A maximum of 100 entries will be displayed.

2.9 Display MAXSMS Usage

To view your SMS usage:

• Navigate to Processing > MAXSMS > Display Usage.