¶ Notifications
¶ Overview
In this section we can configure the parameters for the notifications of the finance module.
To set up finance Notifications, navigate to Config → Finance → Notifications.
To send notifications via Emails - email sending must be configured, and to send notifications via SMS - sms sending must be configured.
There are the following types of notifications which can be configured here: Global, Recurring, Prepaid (Custom), Card expiration notifications, Services, Contracts:
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¶ Global
Here you can configure the notifications tied to individual finance documents as they are created. For each sub-section you can set whether a notification is auto-sent, the channel, the templates, and the timing window.
¶ Invoices
With the help of this section, you can automatically notify the customer when a new invoice is created. Here you can set the send channel (Email / SMS / Email + SMS), the email and SMS templates, a Bcc copy, a sending delay, and the days and hours during which notifications may go out.
- Auto-send notifications after creating an invoice - enables/disables auto sending of invoices after creation;
- Send to - choose where to send notifications to: Email, SMS or Email + SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy to this email;
- Delay in sending notifications - delay in hours to send notifications after the invoice creation;
- Notification days - available days for sending notifications;
- Notification hours - available hours for sending notifications.
¶ Proforma invoices
With this configuration, you can automatically notify the customer when a proforma invoice is created. It offers the same options as Invoices — channel, templates, Bcc, delay, and the days and hours during which the notification is allowed to be sent (it goes out on the first available day and hour).
Notifications for proforma invoices can be configured here:
- Auto-send notifications after creating proforma - enables/disables auto sending of proforma invoices after creation;
- Send to - choose where to send notifications to: Email, SMS or Email + SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy to this email;
- Delay in sending notifications - delay in hours to send notifications after proforma invoice creation;
- Days on which notifications can be sent - available days to send notifications (will be sent in the first available day);
- Hours at which notifications can be sent - available hours to send notifications (will be sent at the first available hour).
¶ Payments
With the help of this section, you can automatically notify the customer when a payment is recorded. Here you can set the channel, templates, Bcc, delay, and allowed sending days and hours, and you can attach the receipt and the related invoice or proforma invoice to the message.
Notifications for payments can be configured here:
- Auto-send notifications after creating a payment - enables/disables auto sending of notifications when payments are created;
- Send to - choose where to send notifications to: Email, SMS or Email + SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy to this email;
- Delay in sending notifications - delay in hours to send notifications after payment creation;
- Days on which notifications can be sent - available days to send notifications (will be sent in the first available day);
- Hours at which notifications can be sent - available hours to send notifications (will be sent at the first available hour);
- Attach receipt - enable this option to attach a receipt to the message;
- Attach related invoice/proforma invoice - enable this option to attach a related invoice or proforma invoice to the message.
¶ Credit notes
With the help of this section, you can automatically notify the customer when a credit note is created. Here you can set the channel, templates, Bcc, delay, and allowed sending days and hours, and you can attach the related invoices to the message.
Notifications for credit notes can be configured here:
- Auto-send notifications after creating a credit note - enables/disables auto sending of notifications when credit notes are created;
- Send to - choose where to send notifications to: Email, SMS or Email + SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy to this email;
- Delay in sending notifications - delay in hours to send notifications after credit note creation;
- Notifications days - available days to send notifications (will be sent in the first available day);
- Notification hours - available hours to send notifications (will be sent at the first available hour);
- Attach related invoices - enable this option to attach related invoices to the message.
¶ Failed payments notifications
With this configuration, you can email the customer when their payment fails. Here you can enable the notification, choose the email template, and set a Bcc address (multiple addresses separated by commas).
- Enable - if the toggle is enabled, the customer will receive an email if their payment fails.
- Email Template - choose a template for the notification message.
- Email Bcc - all emails will be copied to this address (you can use multiple addresses by separating them with commas).
¶ Recurring
Here you can configure the notifications for customers on recurring billing, triggered by changes to their account status. A shared setting sets the send hour for the waves below.
¶ Blocking wave
With the help of this section, you can send a notification after a customer is blocked. Here you can enable it, choose the channel, set the main email and SMS templates plus separate templates for sub-account activity, add a Bcc copy, and pick the hour of day to send at.
- Enable - enables/disables sending of notifications after blocking of customers;
- Send to - type of notification: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- Email template for sub-account - select a template for email notifications regarding sub-account activity;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Template SMS for sub-accounts - select a template for SMS notifications regarding sub-account activity;
- Email Bcc - send a copy of the notification to this email;
- Hour to send at - select the hour of day to send these notifications.
¶ Inactive wave
With the help of this section, you can send a notification when a customer becomes inactive. Here you can enable it, choose the channel, set the email and SMS templates, add a Bcc copy, and pick the hour of day to send at.
- Enable - enables/disables sending of notifications when customers become inactive;
- Send to - type of notification: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email;
- Hour to send at - select the hour of day to send this notifications.
¶ Prepaid (Custom)
Here you can configure the notifications for prepaid customers, built around the date the customer will be blocked. A shared setting sets the send hour, and up to three reminder waves can warn the customer before blocking.
¶ Main settings
Here you can set the hour of day at which all Prepaid (Custom) notifications are sent.
- Hour to send at - select the hour of day to send notifications.
¶ Blocking wave
With the help of this section, you can send a notification after a prepaid customer is blocked. Here you can enable it, choose the channel, set the email and SMS templates, and add a Bcc copy.
- Enable - enables/disables sending of notifications after blocking of customers;
- Send to - type of notification: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email.
¶ First notification wave
This configuration allows you to send the first reminder a set number of days before blocking. Here you can enable it, set how many days before blocking to send, choose the channel, set the templates, and add a Bcc copy.
- Enable - enables/disables sending of notifications;
- Amount of days before blocking - amount of days before blocking to send these notifications;
- Send to - type of notifications: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email.
¶ Second notifications wave
With the help of this section, you can send the second reminder closer to the blocking date. It offers the same options as the first wave — enable, days before blocking, channel, templates, and Bcc.
- Enable - enables/disables sending of notifications;
- Amount of days before blocking - amount of days before blocking to send these notifications;
- Send to - type of notifications: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email.
¶ Third notifications wave
With the help of this section, you can send the final reminder just before blocking. It offers the same options as the earlier waves — enable, days before blocking, channel, templates, and Bcc.
- Enable - enables/disables sending of notifications;
- Amount of days before blocking - amount of days before blocking to send these notifications;
- Send to - type of notifications: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email.
Example:
A customer will be blocked on the 26th of the current month, today we are on the 3rd and all 3 waves of notifications are enabled. The customer will receive the first notification 10 days before blocking (the 16th day of the month), the second notification - 5 days before blocking (the 21th day of the month) and the third - 1 day before blocking (the 25th day). All notifications will be sent at the time you have specified in "Hour to send at".
¶ Card expiration notifications
With the help of this configuration, you can warn the customer before their saved payment card expires. Here you can enable it, choose the channel, set the templates, add a Bcc copy, set how many days before expiration to notify, and pick the notification hour.
- Enable - enables/disables sending of notifications;
- Send to - type of notifications: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email;
- Days until expiration - indicate the number of days until the card expiration;
- Notification hour - choose time for sending notifications.
¶ Services
This configuration allows you to notify the customer before a bundle service contract ends. Here you can enable it, choose whether to skip notifications when automatic renewal is on, set how many days before the end to notify, choose the channel, set the templates, add a Bcc copy, and pick the hour of day to send at.
Notifications for bundle services can be configured here.
- Enable - enables/disables sending of notifications;
- Ignore automatic renewal - notifications will not be sent if the automatic renewal bundle is enabled;
- Amount of days before ending - amount of days before the end of the bundle contract;
- Send to - type of notifications: email, SMS or email+SMS;
- Email Template - select an email template to use for the body of the message; can be added under Config → System → Templates → Email;
- SMS Template - select an SMS template to use for the body of the message; can be added under Config → System → Templates → SMS;
- Email Bcc - send a copy of the notification to this email;
- Hour to send at - select the hour of day to send notifications.
¶ Contracts
Here you can configure the notifications related to customer contracts — reminders, signing confirmations, and OTP sharing settings.
¶ Contract reminder notifications
With the help of this section, you can remind selected administrators before a contract expires. Here you can enable it, choose the email template, set how many days before expiration to notify, pick the send hour, and select which administrators receive the notification.
- Send notification before contract expiration - enable/disable sending notifications before the contract expiration date;
- Email template - select a template for the reminder notification message;
- Days until expiration - select the number of days before the contract expiration to send a notification;
- Hour to send at - choose the time for sending notifications;
- Administrators who will receive notifications - select administrators to receive notifications.
¶ Contract signing notifications
This section allows you to notify selected administrators after a contract is signed. Here you can enable it, choose the email template, and select which administrators receive the notification.
- Send notification after contract signing - enable/disable sending notifications after signing the contract;
- Email template - select an email notification template;
- Administrators who will receive notifications - select administrators to receive notifications.
¶ Contracts accept settings
With the help of this section, you can configure the OTP used to share a contract with the customer outside of Splynx. Here you can set the OTP email template, the OTP SMS text, and how long the OTP stays valid.
For more details, please read the following information:
Sharing contracts outside of Splynx
- Email template for OTP - select the email notification template for OTP responses to contracts.
- SMS text for OTP - enter text for SMS messages.
- OTP validity - set the duration for which the OTP remains valid.