Low balance Reminder
In Order to create Low balance Reminder go to Billing -> Billing Class.
Reminder will be applied to all accounts against which selected billing class is assigned.
Field | Description |
Active | On or Off |
Send To Account Owner | Send email copy to account owner |
Send Copy To | A copy of reminder will be sent to specified emails. (comma separated) |
Email Template | Email Template |
Period | How frequently need to send (e.g. Daily) |
Interval | Period Frequency (e.g. 1 minute) |
Day | Days of the week |
Start Time | Time start sending reminder |
First reminder will be sent as soon as account balance will go below Balance Threshold which can be setup from Accounts > Credit Control
All emails sent to account can be viewed under Accounts -> View