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Automation

To eliminate financial errors and delays caused by manual processes, in Splynx, you can configure finance automation in Config → Finance → Automation.

image These settings are global and affect all customers.

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The following parameters can be configured on this page:

Finance Automation

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  • 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, and last day of the 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) - (image to start using this feature, be sure that Allow 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 default 0 days).

Example

The billing day is the 6th, the confirmation period is 3 days and the preview should be generated 5 days before billing day. So, using the 5 days value, the preview will be generated on the 1st day and the invoices which are not confirmed will be auto-generated on the 4th day.

  • 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 or real 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 will be dated according to 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 the preview, invoices will be auto-generated the next day);

  • Dashboard notification - enable/disable the notification on the Dashboard about the 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 & Preview);

  • Block customers on weekends - enables/disables the processing of Billing Due and Deactivation period on weekends;

  • Block customers on holidays - enables/disables the processing of Billing Due and Deactivation period on holidays. Navigate to Config → Main → Localization to set up the holiday list;

  • Generate separate preview per partner - preview will be generated separately for each partner;

  • Show previously generated preview version - if the toggle is enabled, an existing preview will be shown; if the toggle is disabled, a new preview will start to be created while the recurring invoice is being generated.

Automatic blocking

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  • Enable processing of Billing Due - enable/disable blocking on the Blocking period date if the customer balance is less than the minimum balance;

  • Blocking time - the time of day that customers are eligible for blocking;

  • Enable processing of Deactivation period - enable/disable the setting of recurring customers to an inactive status on the the Deactivation period date if their balance is less than the minimum balance;

  • Enable processing of Deactivation period for prepaid customers - set the prepaid customers' services as stopped status when the Deactivation period date is reached;

  • Block customers by One-time invoices - process blocking of customers by one-time invoices (if the customer failed to pay their one-time invoice by the blocking period date).

Automatically remove IPs for inactive prepaid customers

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If a service is disabled and the customer is not active but the service has a static IP address configured, we can automatically clear the IP address of this service to make this IP available in the pool again.

  • Enable removing IPs 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 are from 1 to 24.

Automation reminders

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  • Static days - days for sending reminders. They can be set up individually for each customer's profile. If this toggle is enabled, the 'Reminder # 1/2/3 days' values will be replaced with the default ones where Reminder #1 = 3 days; Reminder #2 = 5 days; Reminder #3 = 7 days. The default values will also be set in the reminder settings for all customers in the system;

  • Processing Reminder #1 - with this toggle enabled, Reminder #1 will be sent to the customer according to the days set in their Billing Config;

  • Processing Reminder #1 - with this toggle enabled, Reminder #1 will be sent to the customer according to the days set in their Billing Config;

  • Processing Reminder #1 - with this toggle enabled, Reminder #1 will be sent to the customer according to the days set in their Billing Config.