No. 582 June 18, 2021

ebroker: Process automation. Notice of receipt to collection

ebroker, allows you to send, in an automated way, a communication to the client to inform him of the next payment of his domiciled bill.

To do this, you can create an alarm in the receipt module establishing the means of communication and its advance with respect to the validity of the receipt. In this case, we will send the notice to clients through the means of their preference and with a notice of 5 days before the effective date.

For this purpose, you must use the following data filters within the search catalog:

  • Receipt status = PENDING
  • Half charge = BANCO
  • Validity = @ DD5D @

 You just have to go to ... 

Main> Interactions> Communications> Alarms