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