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--- cats:procedures:pastduenotification [2021/03/15 21:24] – created wiki_admin
+++ cats:procedures:pastduenotification [2022/06/06 19:40] (current) – [Notification Triggers] wiki_admin
@@ Line 15: / Line 15: @@
 ==== Notification Triggers ====
-The notification service works using configurable triggers based on the number of days past due for invoices.
+The first time you create a past due work item, you'll be prompted to set up an initial trigger threshold. Enter the number of days past the due date for the first trigger.
-=== Account Status Triggers ===
+[{{:cats:procedures:workscheduler_trigger.png?|Set up past due notification triggers}}]
-Account status triggers are triggers that fire only once per counterparty account.
+The "Triggers" tab of the past due dialog contains a list of all the triggers for the current work item. You can move between the triggers by clicking on the numbers in the column on the left-hand side.
-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.
+  * Click on the "Add Triggers" button to create a new trigger.
+  * You can change the trigger due date threshold by entering the new threshold into the field.
+  * Click on the "Remove" button to remove the current trigger.
+  * Click on "Copy previous trigger" to pull the message from the prior trigger.
+  * Enter the text for the past due notification message.
+  * Enter the subject line for the past due notification message.
+  * Enter an interest rate which will display in the invoice list.
-=== Invoice Status Triggers ===
+Check the box labeled "Send daily reminders" to have the trigger activate every day after the threshold is met. This allows you to send a reminder notification daily, rather than waiting for a specific date.
-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.
 ==== Configuring the Notification Message ====
@@ Line 51: / Line 53: @@
 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
+  * {COUNT:[MODE]} - print the number of invoices for this account.
-  * {PLURAL:[MODE]:[SINGLETON_TEXT]:[PLURAL_TEXT]} - print specific language for singletons vs plurals
+  * {PLURAL:[MODE]:[SINGLETON_TEXT]:[PLURAL_TEXT]} - print specific language for singletons vs plurals.
-  * {ATTACH:[MODE]}
+  * {ATTACH:[MODE]} - attach PDFs (from the document store) to the email.
+[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.
+==== Types of Triggers ====
+The notification service works using configurable triggers based on the number of days past due for invoices.
+=== Account Status Triggers ===
+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 ===
+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.
+==== Email Options ====
+The email options tab lets you modify the header information for the outgoing emails. These settings apply to all triggers listed on the trigger page.
+[{{:cats:procedures:workscheduler_emailoptions.png?|}}]
+  * "Email subject line" the default subject line for all triggers that do not have a subject line set.
+  * "Sender email to display" the email address information to display to your customer.
+  * "Reply-to email address" the email address for replies to your outgoing emails.
+  * "Copy emails to" an email address list to receive copies of outgoing emails.
+  * "Always show currency columns" check this option to display the currency column even if its empty.
+  * "Test mode" send emails to a test address (rather than the counterparty).
+  * "Interest"/"Interest days" used for the interest calculation.
-MODE in this case can be:
+==== Account Whitelist & Blacklist ====
-  * 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
+[{{:cats:procedures:workscheduler_accounts.png?|}}]
+==== Working with Past Due Contacts ====
+[{{:cats:procedures:workscheduler_contacts.png?|}}]