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<< back to knowledge base Accounting categories Adding billings directly from transports documents Adding a collective invoice from transports documents list Adding duplicate of invoice Adding statements and bank statement item Changing the number of a billing document manually Adding transactions Changing statuses for payment Exchange rate change on the invoice Conversion of currencies Exporting to accounting Checking payments history Fixed annotations on the invoice Issuing an invoice from a proforma invoice Exporting transfers to a bank Issuing a correction invoice from an invoice Merging billings Manual editing of the exchange rate and VAT items on the invoice Setting default bank account for billings Setting send BCC copy to VIES - verifying the validity of a VAT identification number

billings

Settings notifications for billings

  1. Select from the menu settings > notifications > tab BILLINGS.
  2. In the account field, select the mail account you want to send notifications from.
    • instruction for defining an account can be found here
  3. Click the ADD + button to set a notification.
  4. In the notifications when number of days field, specify how many days before or after the due date the notification should be sent, e.g.
    • 2 days before the due date > in the field the value should be -2
    • on the due date > in the field the value should be 0
    • 2 days after the due date > in the field the value should be 2
  5. In the template field select the message that to be sent on the given date. If it is not selected, the default message will be sent.
    • instruction for adding email templates can be found here
  6. In the signature field, add the content to be used as the signature on the notification, e.g.
    • Adam Smith
    • Company ABC
  7. A preview of the example notification email content is visible after clicking PREVIEW EXAMPLE EMAIL.
  8. Click save button.

The notification module allows you to automatically send e-mail notifications about the upcoming payment date or its expiry (for income documents).
Notifications are sent to the address defined in the details of a given contractor in the BILLINGS tab in the email for invoices field.

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