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