Auto Reminder Rules for Invoices

Daftra software allows you to send Short Message Service (SMS) texts or automatic emails by setting up an automated sending rule for either appointments or invoices with specific criteria as required.

 

Before starting to create an automated sending rule, make sure you have added an “Email Template” to your account, choosing the template type to be one of those designated for invoices, whether paid or unpaid.

For more details, you can visit the tutorial guide: “Adding an Email Template”.

1. From the main menu, click on “Templates“.
2. Click on “Automated Reminder Rules“.
3. Click on the “Add” button and select from the dropdown menu “New Invoices Rule“.
4. Enter the invoice rule data as follows:
   • Name: Enter the name of the invoice rule as required.
   • Payment Status: Choose from the dropdown menu either an invoice (Paid, or Partially Paid, or Unpaid, or All).
   • Invoice Status: Choose from the dropdown menu the status of the invoice you wish to send.
     • For more details about adding custom invoice statuses, refer to the guide “Invoice Status List“.
   • Timing Field: Choose from the dropdown menu the automatic message sending date, either:
     • Invoice Date: This refers to the date recorded on the invoice regardless of the date and time of its creation in the system.
     • Created Date: Refers to the date the invoice was created on the system, regardless of the date recorded on the invoice itself.
   • Send On: Choose from the dropdown menu the message sending time, either:
     • Instant: A text message will be sent on the date recorded on the invoice itself or at the moment the invoice is created in the system, depending on what’s specified in the “Timing Field“.
     • Before: The message will be sent before the date recorded on the invoice or before the invoice creation date in the system, as specified in the “Timing Field“.
     • After: The message will be sent after the date recorded on the invoice or after the invoice creation date in the system, as specified in the “Timing Field“.
   • Enter the number of hours/days/months for sending before or after the date.
   • Channel: Choose “Email” from the dropdown menu as the desired sending method.
   • Channel Template: Choose the desired message template from the dropdown menu.
     • Notes:
       • You can click the “New Template” button next to “Message Template” to add a new template.
       • For more details on how to add a new template, see the guide “Adding an Email Template“.
   • Active: Click on this checkbox to set this sending rule’s status to “Active“.
5. Click on the “Save” button.