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Large Invoice Collections Reminder (On Premise)

Allows collections personnel to make proactive calls to ensure that large invoices are paid on time rather than waiting until they are past due. The Large Invoice Collections Reminders, sends an e-mail notification of large invoices before they become due. This task can run nightly so that collections personnel can know each day what invoices have high priority.

General Task InformationGeneral Task Information

From the e-automate Tools menu, select E-agent to open the E-agent - Tasks window.

From the e-agent toolbar, click [New]. E-agent opens the new task window.

From the list, select Large invoice collections reminder.

Click [OK]. E-agent displays the task setup window.

In the Task name field, leave the default name or enter a new name for the task.
Note: All tasks must have a unique name. If you are using multiple tasks for a variety of reasons, each task must have its own, unique name. You can schedule all tasks at different intervals.

In the Task engine field, use the drop-down menu to select the task engine on which you want to run the task.

In the Task user field, use the drop-down menu to select the user under which e-agent is to run this task.

To make this task operational, check the Enabled checkbox.

Options TabOptions Tab

Verify the Options tab is forward.

In the Invoice total amount field, enter the minimum dollar amount of the invoices you want the system to search for to send an invoice collections reminder.
Note: The system only considers invoices with due amounts greater than or equal to the amount entered in the Invoice total amount field.

In the Number of days before due date to send the reminder field, enter the number of days within the due date of the invoice that you want the system to send the collections reminder.

Schedule TabSchedule Tab

You can choose to schedule the e-agent task so that it runs on an interval and/or you can run the task manually whenever you choose.

To manually run the task see the "Manually Running Tasks" section of the Task Functionality topic.

To schedule the task to run on a defined schedule, do the following:

Click the Schedule tab to bring it forward.

In the Recurrence pattern region, select Hourly, Daily, Weekly, Monthly, Last day of month, or No recurrence to indicate the frequency with which you want e-agent to process this task.

If you selected Weekly in the previous step, e-agent displays a Run on region with a checkbox for each day of the week. Check the box for each weekday on which you want e-agent to process this task.

In the Start recurrence field, enter (or use the drop-down calendar to select) the date and time you want this schedule to begin.
Note: This field is not available if you set Recurrence pattern to No recurrence.

In the End recurrence region, do one of the following:
Note: The options in this region are not available if you set Recurrence pattern to No recurrence.

To have e-agent process the task indefinitely using the specified Recurrence pattern, select No end date.

To have e-agent process the task only a specified number of times using the specified Recurrence pattern, do the following:

Select End after __ occurrences.

In the End after __ occurrences field, enter the number of occurrences.

To have e-agent process the task through a specified end date and time using the specified Recurrence pattern, do the following:

Select End by __.

In the End by __ field, enter the date and time by which processing of this task is to end.

Completing the TaskCompleting the Task

In the Notification e-mail field, enter the e-mail address(es) of the person or persons the system should notify each time e-agent completes processing of this task. To notify multiple recipients, separate each e-mail address using the delimiter associated with your e-mail program (e.g., if your e-mail program accepts a semicolon as a delimiter, you could enter janedoe@company.com; johndoe@company.com; joe@company.com to have the system send notifications to three e-mail addresses each time e-agent completes processing of this task).

Click [OK] to save the task settings.