Payment Reminder

  • Created :Fri,12,2016
  • Last Updated:Fri,11,2017

In Order to create Payment Reminder go to Billing -> Billing Class. 

Reminder will be applied to all accounts against which selected billing class is assigned

Payment Reminder can be applied at two levels: 

  • Account
  • Invoice

Account :

Reminder will be sent about Total Outstanding against the account. 

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Field Description
Active On or Off
Send To Account Owner Send email copy to account owner
Send Copy To A copy of reminder will be sent to specified emails. (comma separated) 
Template Email Template
Period How frequently need to send  (e.g. Daily)
Interval  Period Frequency (e.g. 1 minute)
Day Days of the week
Start Time Time start sending email


Invoice:

Reminder will be sent about Total Outstanding against the invoice.

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Field Description
Active On or Off
Send To Account Owner Send email copy to account owner
Send Copy To A copy of reminder email will be sent to specified emails. (comma separated) 
Days Send reminder based on due dates. e.g. send reminder before one day of due date(-1),send reminder after two days of due date (2)
Account Age System will not send reminder if account age is less then specified no of Days
Template Email Template

All emails sent to account can be viewed under Accounts -> View