Using the CATS service and the work scheduler, you can configure CATS to automatically send reminders and notifications to your customers when their invoices are becoming due or are past due.

To start, go to the Work Scheduler listing at

File > Maintenance > General Maintenance > Work Scheduler

Select “New Item” in the menu and then choose the “PASTDUE” option from the list of work item types.

This will create a new work item for your past due notification.

The notification service works using configurable triggers based on the number of days past due for invoices.

Account status triggers are triggers that fire only once per counterparty account.

You would use an account status trigger when you want to send an “overdue” notice to a customer which lists all their open invoices with balances. For example, if a customer has three unpaid invoices and one of them crosses a due date threshold, a message will be generated showing all three invoices in a listing.

Invoice status triggers are triggers that fire for each invoice individually.

You would use an invoice status trigger to send a reminder notice to a customer when their invoices are about to come due. For example, if a customer has an unpaid invoice that is due to be paid in 5 days, a message will be generated showing that invoice.

Each trigger configured for the work item has its own message and subject-line. This means you can set up a notification to trigger for 10 days overdue, 15 days overdue, and 45 days overdue, with increasingly urgent language depending on the situation.

The notification message and subject lines have a number of special entries that allow you to display specific information related to the counterparty and invoices affected.

These special entries are surrounded by curly brackets. The entries are listed below.

• {ACCOUNT} - print the account code for the current counterparty.
• {NAME} - print the person's name for the current counterparty.
• {FIRSTNAME} - print the person's first name.
• {COMPANY} - print the company name.
• {DATE} - print today's date.
• {TS} - print today's date and time.
• {DAYS} - print the number of days past due of the triggering invoice.
• {INVOICEDATE} - print the date on the triggering invoice.
• {INVOICEDUE} - print the due date of the triggering invoice.
• {INVOICE} - print the invoice number of the triggering invoice.
• {SALE} - print the sale contract number of the triggering invoice.
• {PURCHASE} - print the purchase contract number of the triggering invoice.

Special entries that refer to multiple invoices take a [MODE] parameter to control which invoices they apply to:

• {INVOICELIST:[MODE]} - print a table listing of invoices.
• {COUNT:[MODE]} - print the number of invoices for this account
• {PLURAL:[MODE]:[SINGLETON_TEXT]:[PLURAL_TEXT]} - print specific language for singletons vs plurals
• {ATTACH:[MODE]}

MODE in this case can be:

• ALL - all matching invoices with a balance
• PASTDUE - only invoices that are past due
• CURRENT - only invoices that are not past due
• TODAY - only invoices that are due today
• TOMORROW - only invoices that are due tomorrow
• YESTERDAY - only invoices that are due yesterday
• A number [1-999] - only invoices that will be overdue due within the specified number of days