The Bill Notification Configuration page in the Product Catalog lets you configure settings that govern:
Whether and when to send bill notifications.
Defaults for template selection and whether to attach an invoice PDF to the email.
Overrides to the default settings.
Access is via MANAGE > Bill Notification Configuration (or corresponding link on the landing page). This displays the Bill Notification Configuration page.
Click Edit Configuration to enable the fields for editing.
Settings for When to Send Bill Notifications
Use the Enable Bill Notifications check box in combination with Send Options to determine if/when notifications are sent.
Enable Bill Notifications lets you turn notifications on/off at any time.
Begin Sending Notifications After date lets you specify a future date to begin sending notifications.
Send the notifications immediately sends notifications immediately after the invoices for a Bill Period are approved (either by your billing team via the RunCenter web module or by an IDI associate on your behalf).
Send the notifications at a specific time lets you establish a specific time of day to send notifications.
Note
If the approval happens after the configured time, the notifications will be sent the following day at the specified time.
Send on weekdays only lets you avoid sending notifications on the weekend and delay sending them until the Monday following approval. This may be used in the case that invoices are approved on a Friday after the send time, or on Saturday or Sunday.
Exclude invoices totaling zero will not send a notification to an account where the total amount due on the invoice is $0.00.
Default Notification Options
Use these settings to set defaults which may be overridden by Market and Account Type in the Overrides section below.
Attach PDF lets you specify whether or not to attach the invoice PDF file to the notifications (yes/no).
Notification Template lets you select a Bill Notification template (configured via Communications). Only templates configured as Bill Notification type are available for selection.
Autopay Notification Template lets you optionally specify a separate template for notifications to accounts enrolled in Autopay.
Overrides
Use this section to configure overrides for the above defaults based on Account Type and/or Market. Click Add Override to add a new override rule.
This displays the Add Override form. Select a Market and/or Account Type where the rule should apply. Then choose:
Whether to attach the Invoice PDF for the selected Market and/or Account.
A different template for the selected Market and/or Account, and whether to use a different template for Autopay accounts.
