Notifications

To set up Notifications click on Config → Finance → Notifications.

Main menu

There are two main types of Notifications which can be configured here: Notifications of created Invoice, Proforma Invoice or Payment and Prepaid Notifications.

Notifications of created Invoice, Proforma Invoice or Payment

When Invoice, Profoma Invoice or Payment will be created customer will receive a notification by email with its attachment.

Invoices Notifications

Automaticaly send notification

You can define here the following parameters of Invoices notifications:

  • Automatically send notification after creating - enable/ disable the option of sending notifications automatically after creating the Invoice.
  • Subject - write the subject of notification message.
  • Template - choose the template for notification message.
  • Delay in sending - choose in how many hours notification will be sent after Invoice creation. The options are: in 1, 3, 6, 12, 24, 48, 72 hours.
  • Working days - select days of week when Notification will be sent. It will be sent after selected delay in hours on the first working day and hour.
  • Working time - select working hours for the notification sending. Notification will be sent after selected delay in hours on the first working day.

Proforma Invoices Notifications

Proforma notification enable

The following parameters of Proforma Invoices Notifications can be set here:

  • Automatically send notification after creating - enable/ disable the option of sending notifications automatically after creating the Proforma Invoice.
  • Subject - write the subject of notification message.
  • Template - choose the template for notification message.
  • Delay in sending - choose in how many hours notification will be sent after creation of Proforma Invoice. The options are: in 1, 3, 6, 12, 24, 48, 72 hours.
  • Working days - select days of week when Notification will be sent. It will be sent after selected delay in hours on the first working day and hour.
  • Working time - select working hours for the notification sending. Notification will be sent after selected delay in hours on the first working day.

Payments Notifications

payments

The following parameters of Proforma Invoices Notifications can be set here:

  • Automatically send notification after creating - enable/ disable the option of sending notifications automatically after creating the Payment.
  • Subject - write the subject of notification message.
  • Template - choose the template for notification message.
  • Delay in sending - choose in how many hours notification will be sent after the Payment creation. The options are: in 1, 3, 6, 12, 24, 48, 72 hours.
  • Working days - select days of week when Notification will be sent. It will be sent after selected delay in hours on the first working day and hour.
  • Working time - select working hours for the notification sending. Notification will be sent after selected delay in hours on the first working day.
  • Attach receipt - you can enable or disable option to attach receipt.

Prepaid notifications

Prepaid Notifications are the same as Payment Reminders. The only difference is that Prepaid Notifications are used in Prepaid Billing and Payment Reminders in Recurring billing.

Prepaid Notification is an email, SMS or email+SMS prompt sent to customers to notify them about their low balance and remind them to make a payment.

Prepaid

The following parameters of Prepaid Notifications #1, #2 and # 3 can be configured here:

  • Hour of sending - choose the hour when Prepaid notification will be sent.
  • Send notification - enable/disable option of sending Prepaid notification
  • Days before blocking - choose and write how many days will be left until blocking the customer
  • Send to - select the sending option of prepaid notification: Mail, SMS or Mail+SMS. Information about configuring SMS can be found in our tutorial page - SMS config.
  • Subject - write the subject of Notification message.
  • Mail Template - choose template for the mail notification.
  • SMS Template - choose template for the SMS notification.

If customer has Prepaid type of billing he will also be notified about his current balance in Customer Portal → Services.

Below is an example of notification for the customer in blocked status with minus deposit on his account:

Portal - Services

This is an example of active customer's notification in Customer portal after he made a payment by cash:

  • Admin portal: Payment's been received:

    Admin portal

  • Customer portal: customer can check his current deposit and how many days he can pay for services:

    Customer portal

Ignore notifications

If you need that some customers to receive notifications, and other don't receive it then you have to choose a template what will be use in notifications and set "=== IGNORE NOTIFICATION ===" condition in it. For example as on the screenshot:

1.png

2.png

3.png

Now all customers except customers whos billing type - is not prepaid, after creating invoice, Proforma invoices and Payments will get a notification with text: "example customers login"

4.png

Notification will not be sent to customers with billing type == prepaid

See variables for templates on: https://docs.splynx.com/configuration/system/templates_variables