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Automated emails to let customers know invoices due for payment

  • 2 December 2021
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Created on behalf of LCS case G2302287

 

Is there any functionality in IFS that can automatically dispatch a reminder to a customer say 1 week prior to the due date on the Customer Invoice? We have looked into the "Reminder and Interest" functionality within IFS but could not determine how to dispatch automatic reminder to customer. Thanks

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Best answer by Peshala Gamage 4 December 2021, 01:15

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Hi, 

You would use the reminders and include invoices that are not yet due. For example check this option on the template. 

This is just to create a reminder - The second part is emailing. 

A reminder is a report. Just like any report (for example customer invoices, purchase orders, statements etc) the emailing can be done using the event server option to send email. To do this, the emailing from event server must be set up and working.  You also need the event PDF_CREATED with an action to email a report such as a reminder.  

Typically the email event action will send an email to PDF_PARAMETER1.  In the case of “finance” things like reminders and statements the value in PDF_PARAMETER1 is the email address of the customer / payment / AR Contact (assuming this is set for email).   

The emailing is a generic process via event server - many postings describe the set up and process. 

If for any reason the AR contact from the customer is “not” to be the correct email address you can look into the  report rules to drive the “correct” email address.   This is not difficult to set up, but if you can use the email address on the AR Contact, it is easier to do so.  

Best regards, 

Thomas

Peshala Gamage
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Hi @Sandaru Jayawardena 

 

Please find the steps that need to setup before a customer reminder letter is sent out through an email in the below attached “Email Notification to Customer.pdf”.

 

Hope this is would be helpful.

Best Regards,

Peshala

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Thank you @Thomas Peterson 

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Thank you @Peshala Gamage 

Peshala Gamage
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Hi @Sandaru Jayawardena 

 

You are welcome :slight_smile:

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Hi all,

Those of you who have set this up - do you find this is a reliable, easy solution to email reminders? Or do you have to do a lot manually to trigger each reminder?

The way I see it, if you have to input into each invoice what date the reminder is due to be sent, it is not saving any more time than sending a reminder email manually.

Thanks in advance,

Francesca

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