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Event type ID: 13 


Overview

Sends a notification on the day their invoice falls due if there is an outstanding amount still owed.

Licensing

This event is:

  • a standard event for Wholesale and Retail service providers 
  • included with a module or feature
  • a standalone event available upon request (please contact your Account Manager)





Trigger

The event is triggered by an outstanding amount still being owed on the invoice on the date the invoice is due.

Action Types

The event supports the following actions. 

  • Message
  • SMS
  • Log
  • On Screen

Template Variables

  • Account ID
  • Contact First Name
  • Contact Surname
  • Invoice ID
  • Original Invoice ID
  • Invoice Due Date
  • Amount Due (inc tax)
  • Invoice Amount (ex tax)
  • Invoice Amount (inc tax)
  • Export Reference
  • Amount Payable (inc tax)
  • PPD Total (prompt payment discount amount inc tax)
  • PPD Ex (prompt payment discount amount ex of tax)
  • PPD Expiry (the prompt payment discount expiry. Equal to the invoice due date)
  • Trading Name


Legacy Variables

The table below shows the template variables that have both legacy and updated variable tags. The legacy variables remain useable, but amounts will not display two decimal places if the decimal's value ends in a zero or double zero. For example, $2.00 would appear as $2.0 and $5.40 would appear as $5.4. If using the new variable, amounts will display two decimal places for those values ending in zero or double zero.


Variable NameLegacy VariableNew Variable

Invoice Amount (Excl:GST)

{$invoice->amountExGst()}

%%invoiceAmountExTax%%

Invoice Amount (Incl:GST)

{$invoice->amount()}

%%invoiceAmountIncTax%%

Invoice Due Date

{$invoice->invoiceDue}

%%invoiceDueDate%%

Invoice Id

{$invoice->id}

%%invoiceId%%


ThresholdDescription
period

If a positive period is set (for example: +1 day) then the event will trigger this many days prior to invoice due date.

This means the event can be utilised to notify customers of an upcoming invoice due date. Please contact Emersion Support if you require this to be a custom setting for your mapping. (Note: only 1 mapping per account profile is allowed)

  • Default: The event will fire on the day the invoice is due
do not send if disputed

If this flag is used, the event will not fire if there is a disputed amount on this invoice that is greater than $0.

  • Default: The event will fire if a dispute exists
do not send if TIO

If this flag is used, the event will not fire if the account has a TIO_LEVEL set to "Level 1", "Level 2", "Level 3" or "Level 4".

  • Default: The event will fire if a TIO level is set on an account
do not send if automated payment

If this flag is used, event will not fire if the account has automated payments Enabled.

  • Default: The event will fire if automated payments are Enabled
ignore if do not send

If this flag is used, the event will not fire if the invoice approved, do not send.

  • Default: The event will fire for invoices that are either Approved or Approved - Do Not Send.

Thresholds are set at the event mapping level and only able to be set by Emersion Support


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