Setting up billing notifications

Each contact on an account can subscribe to receive two kinds of notification by text or email:

  • Reminders of upcoming bill due dates
  • Reminders of upcoming direct debit payments

These reminders provide time for the customer to submit a payment or to prepare their bank account for the direct debit. Contacts can also specify the number of days in advance they would like to receive each notification. The default is two days, such as two days before a bill is due.

After contacts have subscribed, notifications are sent by the Send Notification Run task in the Batch Manager.

  1. Select Billing > Manage Account.
  2. Load an account and select the Profile tab.
  3. Open the Contact Information dialog box for an account contact.
  4. Select the Billing Notifications tab.
  5. Specify the notifications that the contact will receive.
    You can enable bill due and direct debit notifications separately. Select Email to send notifications by email, or SMS to send notifications by text.
  6. To change the number of day in advance a notification will be sent, click the number dropdown in the description of the notification and select the number of days from the list.
  7. Click Save.