Balance / Payment Template

Owned by Kelly Evans (Unlicensed)
Last updated: Nov 09, 2022
2 min read

TEMPLATE NAME - The name of the template.

COMPANY NAME - The name of the company that is template is for.

RELATIONSHIPS ASSIGNED - The number of Relationships this template is assigned to.

LAST MODIFIER - The user name of the person who added or last modified the template and the date of the last change.

Add Template - Use the Add Template button to create a new Template.

Settings - Click the Gear Icon to change the settings that apply to all Balance / Payment Templates.

Balance Warning Amount - The amount is US Dollars to trigger a Balance Warning email. This could be a positive or negative number.

Balance Suspend Amount - The amount in US Dollars to trigger a Balance Suspend email.

Disable Balance Offsets - When checked, XXX

Kill Calls On Suspension - When checked and the Balance Suspend Amount is reached, all existing calls belonging to a Relationship associated with this template will be immediately terminated.

Send Daily Balance Email - When checked, all Relationship contact of type XXX will be sent a daily email of the running balance for the associated Relationship(s).

Disable Trunk Groups On Suspension - When checked and the Balance Suspend Amount is reached, all Trunk Groups in Relationships associated with this template will be disabled.

 

 

 

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