Agent Type 103 - Notification: Price Quote Payment Scheme Send Simple Reminder

Use Agent Type 103 - Notification: Price Quote Payment Scheme Send Simple Reminder to send notifications within job conversations when the current date reaches the next invoice date as specified in the billing plan of the job Price Quote (PQ).

Columns

The notification that this agent generates appears in the following format within the job conversation:

  • As stated in the billing plan, please remember to send an invoice today.
  • Invoice date: The date that was set within the billing plan
  • Amount: The currency and amount to be invoiced to the client on the specified job

Parameters

Field Description
Also Send Email Notification Enable this parameter to send an email notification to the users in the job conversation when the agent runs.