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past_due_warnings [2014/10/29 08:09] Lisa Adams created |
past_due_warnings [2014/11/08 20:13] Jaco van Wyk |
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- | <WRAP tip>Edit wording for these at [[https://billing.snapbill.com/setup/messaging/templates/pastdue|Setup โ Messaging โ Templates โ Past Due Warnings]]</WRAP> | + | <WRAP tip>Edit wording for these at [[https://billing.snapbill.com/setup/messaging/templates/pastdue|Setup > Messaging > Templates > Past Due Warnings]]</WRAP> |
==== Using the Past Due Warning system: ==== | ==== Using the Past Due Warning system: ==== | ||
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| Find clients with outstanding payments | | Enter the variables needed to find out which clients have unpaid invoices and what warnings have been sent to them. | | | Find clients with outstanding payments | | Enter the variables needed to find out which clients have unpaid invoices and what warnings have been sent to them. | | ||
| Unpaid invoice due date | | Pick a date to show outstanding payments up to this date i.e by selecting 2011-03-21 all clients with outstanding invoices with a due date before 2011-03-21 will be displayed. | | | Unpaid invoice due date | | Pick a date to show outstanding payments up to this date i.e by selecting 2011-03-21 all clients with outstanding invoices with a due date before 2011-03-21 will be displayed. | | ||
- | | **Warnings issued table** | Any warning | This displays clients that have received both past due and suspension warnings. | | + | | **Warnings issued** | Any warning | This displays clients that have received both past due and suspension warnings. | |
| | First warning | This displays only clients that have received past due warnings. | | | | First warning | This displays only clients that have received past due warnings. | | ||
| | Final warning | This displays only clients who have received suspension warnings. | | | | Final warning | This displays only clients who have received suspension warnings. | |