Notify Customer for Overdue Invoices

Notification Plans is a means to schedule the dispatch of email notifications for Payments according to a specific workflow. For example, when it comes to managing an overdue debt on behalf of an end-customer, you can set up a notification plan, that will send payment reminders on specific dates after the invoice payment date. interworks.cloud Platform supports the creation of notification plans in an easy and straightforward manner. The Notification Plans can further be enhanced to include several actions that are automatically triggered based on selected rules. 

Creating an Invoice Reminder Notification Plan

Creating a Notification Plan entails the existence of email notifications that are marked for use within a plan and subsequently for arranging the notifications to a workflow. The instructions below reference both processes.

Prepare the Plan Notifications

1. Navigate to BSS > Setup > Administration > Notifications > Customer Notifications 
   
   

2. Select a customer notification that you want to attach to a notification plan (for instructions on locating and creating customer notifications follow this link ). Under 'Conditions', click the 'This notification will be sent ONLY as part of an executed Notification Plan' option. This marks the notification as being used only as part of a plan.

    3. Continue to mark every notification that will be a part of the notification plan likewise. In the case of invoice reminders, you can create 3 notifications, each being dispatched several days after the invoice payment date, with the last informing the client that the services will be discontinued.

Create a Notification Plan for Invoice Reminders

    1.  Navigate to  BSS > Setup > Administration > Notifications > Notification Plans and Click on the 'New notification' button. 

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    2. On the Customer Notification Details screen, at the 'General' section, you must fill in several details:

• Notification Plan Name: The name of the plan

• Description: A description that explains the purpose the plan serves

• Entity: The basic entity on which the plan functions. The selects 'Invoice' 

• Default Plan: Sets this plan as the default for all customers, when each customer is created

• Copy Notification: When a plan notification is dispatched to a customer, it is attached to the 'Communication' section

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    3. At the 'Plan Steps' section, you can  select:

• The steps that the plan will contain

• The number of days when the notification will be dispatched for each step. The days are calculated based on the Invoice Due Date of each billing period.

• The notification that will be dispatched for each step. The available notifications are the ones that are marked accordingly.
  
  

    4. Click 'Save' on the top left of the screen to insert the plan.

Notification Plan Actions

 You can also configure the application to actually initiate actions regarding the underlying subscriptions of the unpaid invoices. This is configured in the following manner:

1.  Navigate to  BSS > Setup > Administration > Notifications > Notification Plans

2. Either select an existing Notification Plan or proceed to create one.

3. Locate the 'Suspension & Cancellation section'. Proceed to amend the steps to reflect the actions that you want to be taken. You can select:

   1. The action that will take place

   2. When the action will take place

   3. If the system will send a notification to inform the user of the action or not
      
      

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