Defining Company Text on Auto Emails

This is an extremely useful and flexible module in CentreBill. It is used to predetermine the body of emails which are to be sent automatically to customers under the following conditions:

• Invoices – when sent either automatically on auto invoice run or manually when raising an ad hoc invoice (the invoice itself is in the form of a PDF attachment)
   
• Receipts/Payments – the text embedded in the email when sending notification of receipt of payment (the receipt itself is in the form of a PDF attachment)
   
• Statements – as above
   
• Overdue – text in the body of warning emails automatically sent to customers when their account payment is overdue (copy of each overdue invoice is attached as a PDF)
   
• Warning – the text in the body of emails automatically sent to customers warning them that their accounts will be suspended if they do not make an urgent payment
   
• Credit Card Expiry – notifying customers that their credit cards are due to expire and that they need to supply new details
   
• Excess Data – emails sent out automatically at configurable limits of contracted data allowance (e.g. 80%, 100%, 120%, 150%, 200%). These emails are extremely important in order to avoid liability claims against the service provider for not having pre-warned the customer that they are about to, or have, exceeded their data allowance limits and thus are liable for additional charges.
   
• Excess Time – as above, but based on time allowances instead of data allowances.
   
• Contracts – a special case of an auto email typically sent to the company's sales staff and providing a report (in csv format) for customer services which either have or are about to expire. It is up to the sales staff to act upon this information and renew the customers contracts.

For each of the email classes above, embedded variable values may be included as shown in the screen below: