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If there are configured steps in the installation user will be able to proceed. The action dialog will clearly state which invoices can and cannot be sent reminders.
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SMS and email will be preselected if any of the reminder steps for the selected invoices has an SMS template or email template. |
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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