Treatment level actions properties
Account Treatment Level Actions
Specifies actions taken when an account reaches
a specified treatment level. An accounts treatment level will be the greatest of all invoice
payment plans. Multiple actions can be configured for a treatment level.
Note: Not all
properties apply to all actions.
- Treatment Level
- Specifies the treatment level label. This list is populated from the levels specified in All treatment levels.
- Action
- Specifies the action to be taken. Additional properties are displayed dependant on the
action selected.
- Disable feature
- Disable login access and continue billing
- Enable feature
- Enable login access and continue billing
- Send Document
- Send Email
- Send Statement
- Suspend Account
- Unsuspend Account
- When to execute
- Specifies when an action occurs:
- Enter—action is taken when the account is first assigned the specified treatment level.
- Exit—action is taken when the account ceases to be assigned the specified treatment level.
- Service Feature
- Specifies the name of the feature to be disabled or enabled.
- Batch Dispatch
- When selected specifies that the dispatched document is queued for review and approval before it is sent.
- Check disposition has not changed before dispatching
- When selected specifies that the current disposition of the account is checked before the action taken.
- Stationery
- Specifies the stationery used for the dispatch document. For more information, see Stationery and forms.
- Continue charging until the end of the period
- When selected specifies that charges are still applied to an account if it is suspended before the end of the period. If not selected then refunds may be issued.
- Position
- Specifies the display order of the action in the Invoice Treatment Level Actions list. Actions are sorted by treatment level. The position number is used to sort multiple actions with the same treatment level. A lower number will be displayed higher in the list.
- Send Notification
- Notifications can be sent by email, SMS and print. A notification can be sent via multiple methods that can specify individual format and schedules.
Invoice Treatment Level Actions
Specifies actions taken to an invoice when a
specified treatment level is reached. Multiple actions can be configured for a treatment
level.
Note: Not all properties apply to all actions.
- Treatment Level
- Specifies the treatment level label. This list is populated from the levels specified in All treatment levels.
- Action
- Specifies the action to be taken. Additional properties are displayed dependant on the
action selected.
- Dispatch document
- Dispatch document with disposition
- Raise surcharge
- Raise charge on next invoice
- When to execute
- Specifies when an action occurs:
- Enter—action is taken when the account is first assigned the specified treatment level.
- Exit—action is taken when the account ceases to be assigned the specified treatment level.
- Batch Dispatch
- When selected specifies that the dispatched document is queued for review and approval before it is sent.
- Stationery
- Specifies the stationery used for the dispatch document. For more information, see Stationery and forms.
- Surcharge Treatment Level
- The ID of the treatment level that the account will remain at until the charge is paid.
- Sales Report Category
- Specifies the sales report category the surcharge is allocated to.
- Item Code
- Specifies a code used as the invoice item text.
- Fixed Amount
- Specifies a flat fixed surcharge or charge amount added to an invoice.
- Percentage
- Specifies the percentage of an outstanding invoice charged.
- Calculate percentage from unallocated portion of invoice only
- When selected specifies that a percentage fee is only calculated on unallocated amounts of an outstanding invoice.
- Charge GST
- When selected, specifies that tax is calculates on the surcharge amount.
- Surcharge Comment
- Specifies a free text field.
- Position
- Specifies the display order of the action in the Invoice Treatment Level Actions list. The first action added will be assigned a position of 0. By default a new action will be assigned the next available number. A lower number will be displayed higher in the list.
- Send Notification
- Notifications can be sent by email, SMS and print. A notification can be sent via multiple methods that can specify individual format and schedules.