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cats:procedures:pastduenotification [2021/03/15 23:22] – [Configuring the Notification Message] wiki_admin | cats:procedures:pastduenotification [2022/06/06 19:40] (current) – [Notification Triggers] wiki_admin | ||
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==== Notification Triggers ==== | ==== 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 === | + | [{{: |
- | Account status | + | The " |
- | You would use an account status trigger when you want to send an "overdue" | + | * Click on the "Add Triggers" |
+ | * You can change the trigger | ||
+ | * Click on the " | ||
+ | * Click on "Copy previous 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 | ||
- | === Invoice Status Triggers === | + | Check the box labeled "Send daily reminders" |
- | + | ||
- | Invoice status triggers are triggers that fire for each invoice individually. | + | |
- | + | ||
- | You would use an invoice status trigger | + | |
==== Configuring the Notification Message ==== | ==== Configuring the Notification Message ==== | ||
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. | 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. | 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. | ||
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* A number [1-999] - only invoices that will be overdue due within the specified number of days. | * 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 " | ||
+ | |||
+ | === 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. | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | |||
+ | * "Email subject line" the default subject line for all triggers that do not have a subject line set. | ||
+ | * " | ||
+ | * " | ||
+ | * "Copy emails to" an email address list to receive copies of outgoing emails. | ||
+ | * " | ||
+ | * "Test mode" send emails to a test address (rather than the counterparty). | ||
+ | * " | ||
+ | |||
+ | ==== Account Whitelist & Blacklist ==== | ||
+ | |||
+ | [{{: | ||
+ | ==== Working with Past Due Contacts ==== | ||
+ | [{{: |