NEON Support

In Order to create Payment Reminder go to Billing -> Billing Class. 

Reminder will be applied to all accounts against which selected billing class is assigned

Payment Reminder can be applied at two levels:

• Account
  
• Invoice
  

Account :

Reminder will be sent about Total Outstanding against the account.

Field	Value
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)
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 email

Invoice:

Reminder will be sent about Total Outstanding against the invoice.

Field	Value
Active	On or Off
Send To Account Owner	Send email copy to account owner
Send Copy To	A copy of reminder email will be sent to specified emails. (comma separated)
Days	Send reminder based on due dates. e.g. send reminder before one day of due date(-1),send reminder after two days of due date (2)
Account Age	System will not send reminder if account age is less then specified no of Days
Template	Email Template