cats:procedures:pastduenotification

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cats:procedures:pastduenotification [2021/03/16 01:31] – Describe the trigger tab wiki_admincats: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. 
- 
-=== 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. 
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-==== Managing Notification Triggers ==== 
  
 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. 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.
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 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. 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.
  
-- Click on the "Add Triggers" button to create a new trigger. +  * 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. +  * 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 the "Remove" button to remove the current trigger. 
-- Click on "Copy previous trigger" to pull the message from the prior 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 text for the past due notification message. 
-- Enter the subject line 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.+  * Enter an interest rate which will display in the invoice list.
  
 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. 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.
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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 "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.
 +
 +==== Account Whitelist & Blacklist ====
 +
 +[{{:cats:procedures:workscheduler_accounts.png?|}}]
 +==== Working with Past Due Contacts ====
  
 +[{{:cats:procedures:workscheduler_contacts.png?|}}]
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  • Last modified: 2021/03/16 01:31
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