Purpose
To allow multiple invoice reminder steps, with different templates, fees and custom days between each reminder.
Configuration
Custom invoice reminder flow (configure(TP44897 / 2023.2602)
How to use
How to send invoice reminders
BRP Back Office → Invoicing → Demand management
Select invoice/invoices → press ‘Create demand notes' button → option 'Yes'
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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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| Info |
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SMS and email , e-mail and push notification will be preselected if any of the reminder steps for the selected invoices has an SMS template, e-mail template or email push notification 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
Push notification
The content of the ‘Push notification Template’ if the next reminder step will be the content of the push notification.
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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