Automation
To eliminate financial errors and delays caused by manual processes, in Splynx, you can configure finance automation in Config → Finance → Automation
.
NOTE: these settings are global and affect all customers in your Splynx.
The following parameters can be configured on this page:
Finance automation
-
Enable automatic issuing - enables/disables automatic issuing of Invoices, Transactions and Proforma Invoices;
-
Confirmation period (days) - set the time in days for automatic confirmation of invoices/invoice batches to execute their automatic issuing. If you don't confirm the generated invoices during the confirmation period (by default
3
days), the invoices will be auto-generated the next day at 10:00 pm. The values for choosing the confirmation days are:0
,3
,5
,10
,15
,20
,25
,30
,last day of month
.
Example
If the billing day is the first day of the month and you use the default 3 days as your confirmation period, the invoices which are not manually confirmed will be auto-generated on the 4th day of the month at 10:00 pm.
- Run preview before billing day (amount of days prior) - (
to start using the current parameter be sure thatAllow confirming a preview in the future
option is enabled) set the time in days to allow the finance preview generation before the billing day (by default0
days).
Example
The billing day is 6th, confirmation period is 3 days and preview should be generated in 5 days before billing day. So, using 5
days value, preview will be generated on the 1th day and the invoices which are not confirmed will be auto-generated on the 4th day of the following month.
- Date to use on finance elements - choose which date will be used as actual one on the invoice and transactions. The available values:
billing day
orreal date of issuing
.
Example
The billing day is on 1st day of the month and you have set 3 days as a confirmation period. In this case, the invoice can be dated on the billing day regardless of confirmation days or the real date of issuing - maximum on the 4th day of the month (if you don't confirm issuing and invoices will be auto generated the next day);
-
Dashboard notification - enable/disable the notification on Dashboard about confirmation of invoices on the day of billing;
-
Allow confirming a preview in the future - enables/disables the ability to confirm a preview of invoices for upcoming months/future dated months (
Finance → History
); -
Block customers on weekends - enables/disables the processing of
Billing Due
andDeactivation period
on weekends; -
Block customers on holidays - enables/disables the processing of
Billing Due
andDeactivation period
on holidays. Navigate toConfig → Main → Localization
to set up the holiday list.
Automatic blocking
-
Enable processing of Billing Due - enable/disable the customers blocking on the the
Payment due
date if their balance is less than the minimum balance; -
Blocking time - the time when clients will be blocked and their services will be disabled;
-
Enable processing of Deactivation (grace) period - set the recurring customers to inactive status on the the
Deactivation period
date if their balance is less than the minimum balance; -
Enable processing of Deactivation (grace) period for prepaid customers - set the prepaid customers' services as stopped status when the
Deactivation period
date is reached.
Automatically remove IP's for inactive prepaid customers
If a service is disabled and the customer is not active but the service has a static IP address configured, we can automatically reset the IP address of this service to make this IP available in pool again.
-
Enable removing IP's for disabled services - enables/disables auto removing the IP addresses for disabled services;
-
Period (months) - if a service is disabled for more than the specified period in months (by default
12
), the service will be archived and its IP address and login will be freed up. The available values from1
to24
.
Automation reminders
-
Static days - days when to send reminders can be set up in each customer's profile individually. If this toggle is enabled, the 'Reminder # 1/2/3 days' values will be replaced with the system default ones where Reminder #1 = 3 days; Reminder #2 = 5 days; Reminder #3 = 7 days. The default values will also be set in the reminders settings for all customers in Splynx;
-
Processing Reminder #1 - with this toggle enabled, Reminder #1 will be sent to the customer on the day set in Reminder settings;
-
Processing Reminder #2 - with this toggle enabled, Reminder #2 will be sent to the customer on the day set in reminder settings;
-
Processing Reminder #3 - with this toggle enabled, Reminder #3 will be sent to the customer on the day set in reminder settings.