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Configure the messages received by the customer when they have outstanding invoices beyond the due-date
Login to your portal as an Admin.
Navigate to [System >> Notifications >> Overdue Notifications]
Fig 11.1 shows the Overdue Notifications setup in the system
The Overdue Notifications can be enabled by clicking on ‘Enabled’ column and enable the notification.
Fig 11.2 shows how to enable the Overdue Notifications
Enable the notification by clicking on Enabled and Days Late will help you define how many days after the Invoice Due Date must the Overdue Notifications be sent. For eg, here 7 denotes that the notification can be sent 7 days after the Invoice Due Date.
Click on “Update” to save your notification
To get change the text of the notification or introduce a new text, please click on “Overdue with 2 days” link
Fig 11.3 shows how to enable the Email Notifications for Overdue Notifications
On click, it will take you to a different form where you can Enter the subject of your choosing and the email notification content.
Fig 11.4 shows how to edit Email Subject and Email Body
These notification can be sent based on the Customer Groups as well. Fore more details on Customer Groups, click here
Fig 11.5 shows how to add a Customer group to the Overdue Notification group
Now you can follow the same steps as above and create a seperate Overdue Notification for the customers belonging to the customer group BOFA
These notifications can be unique in terms of content and also the days on which they are sent.
If the same customer needs more than 3 Overdue notifications, they can be added to different customer groups and notifications can be sent accordingly.
The customers can be grouped from the customer profile as well
Goto any customer profile and make sure you are on the Summary tab
Click ‘Edit’
Fig 11.6 shows how to add a Customer group from the customer profile
Fig 11.7 shows the Show Advanced Settings link
Click on ‘Show Advanced Settings’
After clicking on the above, the page will expand and shows you the option to add this customer to a customer group as shown in the below fig.
Fig 11.8 shows the Customer Groups within the customer profile
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