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Automation

To eliminate financial errors and delays from manual processes in Splynx you can configure a finance automation in Config → Finance → Automation. Please note, these will be global settings.

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You can configure here the following parameters of automation:

Finance automation

  • Enable automatic issuing - option for automatic issuing Invoices, Transactions, Proforma Invoices.

  • Waiting for confirmation (days) - set the date for confirmation of automatic issuing invoices. If you don't confirm issuing during set number of days, invoices will be auto generated the next day. The options for choosing confirmation days are: 0, 3, 5, 10, 15, 20, 25 days.

  • Set date to finance elements - here you can set the date of transactions and invoices issuing. It can be a billing day or the real date of issuing. For example, the billing day is on 1st day of the month and you have set 3 days as a waiting for confirmation. In that case the invoice can be dated on a billing day regardless confirmation days or the real date of issuing: maximum on 4th day of the month (if you won't confirm issuing and invoices will be auto generated the next day).

  • Dashboard notification - with this option enabled you will be notified on Dashboard about confirmation on a billing day.

  • Allow saving preview in future - with this option enabled preview of invoices issued for upcoming month(s) will be saved (Finance → History) .

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Automatic blocking

  • Enable process Billing Due - enabling this process will lead to blocking non-paying customers on their billing due date and when their deposit is less then minimum deposit allowed.

  • Enable process Grace Period - with this option customers will be in inactive status by the end of Grace period and when their deposit is less then minimum deposit allowed.

    Automation blocking

Send reminders

  • Enable process Reminder #1 - with that option enabled Reminder #1 will be sent to customer on a day set in Reminder settings.
  • Enable process Reminder #2 - with that option enabled Reminder #2 will be sent to customer on a day set in Reminder settings.
  • Enable process Reminder #3 - with that option enabled Reminder #3 will be sent to customer on a day set in Reminder settings.

Reminders