Notifications
In this section we can configure the parameters for the notifications of the finance module.
To set up finance Notifications, navigate to Config → Finance → Notifications
.
There are the following types of notifications which can be configured here: Global, Recurring, Prepaid (Custom), Card expiration notifications, Services:
Please don't forget to select the partner at the top right corner.
Global
Invoices
Notifications for invoices can be configured here:
- Auto-send notifications after creating an invoice - enables/disables auto sending of invoices after creation;
- Send to - choose where to send notifications to: Email, SMS or Email + SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy to this email;
- Delay in sending notifications - delay in hours to send notifications after the invoice creation;
- Notification days - available days for sending notifications;
- Notification hours - available hours for sending notifications.
Proforma invoices
Notifications for proforma invoices can be configured here:
- Auto-send notifications after creating proforma - enables/disables auto sending of proforma invoices after creation;
- Send to - choose where to send notifications to: Email, SMS or Email + SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy to this email;
- Delay in sending notifications - delay in hours to send notifications after proforma invoice creation;
- Days on which notifications can be sent - available days to send notifications (will be sent in the first available day);
- Hours at which notifications can be sent - available hours to send notifications (will be sent at the first available hour).
Payments
Notifications for payments can be configured here:
- Auto-send notifications after creating a payment - enables/disables auto sending of notifications when payments are created;
- Send to - choose where to send notifications to: Email, SMS or Email + SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy to this email;
- Delay in sending notifications - delay in hours to send notifications after payment creation;
- Days on which notifications can be sent - available days to send notifications (will be sent in the first available day);
- Hours at which notifications can be sent - available hours to send notifications (will be sent at the first available hour);
- Attach receipt - enable this option to attach a receipt to the message;
- Attach related invoice/proforma invoice - enable this option to attach a related invoice or proforma invoice to the message.
Credit notes
Notifications for credit notes can be configured here:
- Auto-send notifications after creating a credit note - enables/disables auto sending of notifications when credit notes are created;
- Send to - choose where to send notifications to: Email, SMS or Email + SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy to this email;
- Delay in sending notifications - delay in hours to send notifications after credit note creation;
- Notifications days - available days to send notifications (will be sent in the first available day);
- Notification hours - available hours to send notifications (will be sent at the first available hour);
- Attach related invoices - enable this option to attach related invoices to the message.
Recurring
Blocking wave
Blocking wave notifications can be configured here:
- Enable - enables/disables sending of notifications after blocking of customers;
- Send to - type of notification: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email;
- Hour to send at - select the hour of day to send these notifications.
Inactive wave
Inactive wave notifications can be configured here:
- Enable - enables/disables sending of notifications when customers become inactive;
- Send to - type of notification: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email;
- Hour to send at - select the hour of day to send this notifications.
Prepaid (Custom)
Notifications for Prepaid (Custom) can be configured here.
Main settings
- Hour to send at - select the hour of day to send notifications.
Blocking wave
Blocking wave notifications can be configured here:
- Enable - enables/disables sending of notifications after blocking of customers;
- Send to - type of notification: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email.
First notification wave
First notification wave can be configured here:
- Enable - enables/disables sending of notifications;
- Amount of days before blocking - amount of days before blocking to send these notifications;
- Send to - type of notifications: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email.
Second notifications wave
Second notifications wave can be configured here:
- Enable - enables/disables sending of notifications;
- Amount of days before blocking - amount of days before blocking to send these notifications;
- Send to - type of notifications: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email.
Third notifications wave
Third notifications wave can be configured here:
- Enable - enables/disables sending of notifications;
- Amount of days before blocking - amount of days before blocking to send these notifications;
- Send to - type of notifications: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email.
Card expiration notifications
Card expiration notifications can be configured here:
- Enable - enables/disables sending of notifications;
- Send to - type of notifications: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email;
- Days until expiration - indicate the number of days until the card expiration;
- Notification hour - choose time for sending notifications.
Services
Notifications for bundle services can be configured here.
- Enable - enables/disables sending of notifications;
- Ignore automatic renewal - notifications will not be sent if the automatic renewal bundle is enabled;
- Amount of days before ending - amount of days before the end of the bundle contract;
- Send to - type of notifications: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email;
- Hour to send at - select the hour of day to send notifications.