Agent Type 109 - Notification when Debtor Invoices are Paid

Use Agent Type 109 - Notification when Debtor Invoices are Paid to automatically send notifications when invoices have received payments, including partial payments. The notification about partial payments also includes the new remainder.

WorkBook displays this notification as a comment in the job conversation. The Project Manager and the employee who is responsible for the invoice receive all notifications in their inboxes because they are automatically subscribed to the conversation .

Depending on System Variable 787 (Enable Manual Sales Invoices Payment Status Change), an invoice can be marked as paid in two ways:

• Disabled (Automatic): The invoice is automatically marked as paid when it has been eliminated by a debtor payment transaction.
• Enabled (Manual): The invoice must be manually marked as paid.

To view System Variables, navigate to Settings > Global System Settings > System Variables.

This agent uses the automatic method, so System Variable 787 must be disabled. This means that the agent does not work if you do not use the WorkBook Finance module for managing debtor invoices and payments.

Parameters

Field	Description
Include Payment Registrations xx Number of Days Back	This parameter defines how many days in the past the agent looks for payments. Because you must run this agent frequently to receive timely notifications, this setting is relevant only when the agent is activated for the first time where many conversations might suddenly be updated for payments received in the past X days.