Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:pastduenotification [2021/03/16 01:40] – [Managing Notification Triggers] wiki_admin | cats:procedures:pastduenotification [2022/06/06 19:40] (current) – [Notification Triggers] wiki_admin | ||
---|---|---|---|
Line 12: | Line 12: | ||
This will create a new work item for your past due notification. | This will create a new work item for your past due notification. | ||
- | |||
- | ==== 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 " | ||
- | |||
- | === 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. | ||
==== Notification Triggers ==== | ==== Notification Triggers ==== | ||
Line 37: | Line 21: | ||
The " | The " | ||
- | - Click on the "Add Triggers" | + | * Click on the "Add Triggers" |
- | - You can change the trigger due date threshold by entering the new threshold into the field. | + | |
- | - 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 in the invoice list. | + | |
Check the box labeled "Send daily reminders" | Check the box labeled "Send daily reminders" | ||
Line 82: | Line 66: | ||
* 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. | ||
- | ==== Managing | + | ==== 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. | 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. | ||
Line 102: | Line 102: | ||
==== Working with Past Due Contacts ==== | ==== Working with Past Due Contacts ==== | ||
+ | [{{: |