Configure Automation Rules 

Receivables allows you to implement business functions and automate the entire customer engagement process by adding multiple rules in an engagement cycle. It enables you to schedule automatic email reminders for your customers based on specific engagement rules. Receivables have defined various engagement rules for creating engagement cycles and scheduling automatic email reminders for your customers. You can add engagement rules both at a cycle level and a reminder level.

Auto Engagement  rules are categorized into three categories. You can define cycle rules by selecting any of the following rule categories:

1. Customer Level Rule: Add customer level rules to create a cohort of customers to whom automatic emails should be sent.
2. Invoice Level Rule: Add invoice level rules to filter invoices that should go in the email as an embedded invoice table.
3. Payments Level Rule: Add payment level rules for sending automatic emails related to payment failures to ensure that customers are promptly notified of any issues with their payments.

Customer Level Rules 

To add cycle rules at the customer level, select a cycle from the Auto Engagement Cycles page and click + ADD RULES > Customer tab at the top of the Set Up Auto Engagement Rules window. You can define a rule by selecting a specific rule from any of the fields given under General, Amount, and Custom Fields subcategories. Select an appropriate operator and the value for the specified rule and click + icon to add the rule. Once you have defined the rules, click Save.

The table below lists the Customer level rules defined under the General, Amount, and Custom Fields subcategories:

Invoice Level Rules 

To add cycle rules at the invoice level, select a cycle from the Auto Engagement Cycles page and click + ADD RULES > Document tab at the top of the Set Up Auto Engagement Rules window. You can define Invoice level rules by selecting a rule from any of the fields under General, Date, Amount, and Custom Fields subcategories. Select an appropriate operator and value for the specified rule and click + icon to add the rule. Once you have defined the rules, click Save.

The table below lists the Invoice level rules defined under the General, Date, Amount, and Custom Fields subcategories:

Payment Level Rules 

Send automatic emails related to payment failure to keep customers informed about the issues with their payments made for the invoices. The payment level rules are applicable to all types of payment methods that the customer has chosen to pay for the invoices. To add payment level rules, select a cycle from the Auto Engagement Cycles page and click + ADD RULES > Payments tab at the top of the Set Up Auto Engagement Rules window.

You can define Payment level rules by selecting a specific rule from the fields given under Last Attempted Payment, Payment Methods, Payment Terms, and Email Engagement subcategories. Select an appropriate operator and value for the selected rule and click + icon to add the rule. Once you have defined the rules, click Save.

The table below lists the Payment level rules defined under the Last Attempted Payment, Payment Methods, Payment Terms, and Email Engagement subcategories: