Payment Reminders are the same as Prepaid Notifications. The only difference is that Payment Reminders are used in Recurring billing and Prepaid Notifications in Prepaid Billing. Payment reminders include: email, SMS or a combination of email + SMS that are sent to customers to make them pay for their due or overdue invoices.
To set up sending Payment Reminders navigate to Config → Finance → Reminders
.
If the multiple partners scheme is used in the Splynx system, you can divide Reminders configuration between them.
You can select the Partner to work with (before setting Reminders) at the top right corner of the page:
The fields marked with
*
sign have different values from original ones (original values are related to Default partner).
The following Reminders settings can be configured here:
All available payment methods
option is disabled, we can choose the particular payment method(-s) in the drop-down list on which to send notifications;All 3 dates selected for sending of reminders will be displayed in the Calendar next to Reminders settings.
These settings are global and to update existing customers with these settings you can use the Update existing customers
button.
For instance, we need to update the day for reminder #1, for customers in partner Main and Recurring billing type; the update will look as follows:
Another example is an update of the Enable reminders option for all Splynx customers. Let's imagine that it was disabled for all customers, we enabled it in the config and the next step is to update this setting for all existing customers:
Since Splynx 3.1 version we updated logic for reminders and that's why some old reminder templates might work wrong. We recommend to use next reminder template:
{% set rm1date = date_charge|date_modify("+" ~ customer_billing.reminder_day_1 ~ "day")|date("d-m-Y") %}
{% set rm2date = date_charge|date_modify("+" ~ (customer_billing.reminder_day_1 + customer_billing.reminder_day_2) ~ "day")|date("d-m-Y") %}
{% set rm3date = date_charge|date_modify("+" ~ (customer_billing.reminder_day_1 + customer_billing.reminder_day_2 + customer_billing.reminder_day_3) ~
"day")|date("d-m-Y") %}
{% if "now"|date("d-m-Y") == rm1date %}
{# REMINDER 1 TEXT #}
REMINDER 1 TEXT
{% elseif "now"|date("d-m-Y") == rm2date %}
{# REMINDER 2 TEXT #}
REMINDER 2 TEXT
{% elseif "now"|date("d-m-Y") == rm3date %}
{# REMINDER 3 TEXT #}
REMINDER 3 TEXT
{% else %}
=== IGNORE NOTIFICATION ===
{% endif %}
This reminder can be copied into the template Account overdue reminder
:
You can find the template under Config → System → Templates
and select type Reminder email
or Reminder SMS
.