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.

To send notifications via Emails - email sending must be configured, and to send notifications via SMS - sms sending must be configured.

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.

For example, a customer will be blocked on the 26th of the current month, today we are on the 3rd and all 3 waves of notifications are enabled. The customer will receive the first notification 10 days before blocking (the 16th day of the month), the second notification - 5 days before blocking (the 21th day of the month) and the third - 1 day before blocking (the 25th day). All notifications will be sent at the time you have specified in "Hour to send at".

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.