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User can select multiple options from Invoice reminder flow action dialog
Email
The content of the ‘Email Template’ of the next reminder step will set as the email body
An invoice reminder report pdf, generated from the report template of the next reminder step will be attached to the email as an attachment
SMS
The content of the ‘SMS Template’ of the next reminder step will be the content of the SMS
Print
User will see only one PDF report which contains multiple reports for each selected invoices. (Each report could be from different report templates according to the reminder step)
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Email and SMS will be sent in the background (asynchronously) and will show a summary dialog after that. Therefore reminders will be sent even if the user closes the tab. |
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System will add logs for all failed reminders (reminders which couldn’t be sent) on their invoices
Ex: Failed to send reminder 1, distribution method: SMS
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The 'Send reminder' button is hidden when the Invoice Reminder step flow is enabled. |