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Payment reminders setting

The one notification choice a supplier makes: whether Clipp automatically reminds customers about invoices that are due.

Who uses it​

Admins, in Manage Account → Notifications.

How it works​

Due Reminder is None (the default), On due date, or Custom: 1 to 30 Days, Before due or After due. One rule only. The full rules, timing and wording are in Payment reminders.

Where it shows up​

The reminder goes to the customer by email, SMS and push, with a pay link.

Permissions​

Admin only.

Specs​

sale-order-payment-reminders.feature
# prefix: SOPR
Feature: Sale order payment reminders
Customers are reminded to pay a sale order that has gone out and still owes money, on the day
the supplier's reminder rule falls. A reminder is dropped if the order stops owing money before it
is sent.

Rule: A reminder is created only for a sold order that still owes money

    Scenario: SOPR-001 the reminder falls on the due day shifted by the rule's offset
      Given a supplier whose reminder rule is set to a number of days before the due date
      When the reminders are created for a day
      Then orders due that many days later are reminded, judged by the business's local calendar day

    Scenario: SOPR-002 a paid, canceled or not yet sold order is not reminded
      Given orders that are paid, canceled, deleted or not yet ready for delivery
      When the reminders are created
      Then none of them is reminded

    Scenario: SOPR-003 a partly paid order is reminded of the remaining balance
      Given an order with a partial payment
      When the reminder is created
      Then it states only what is still owed

    Scenario: SOPR-004 an order with nothing left to pay is not reminded
      Given an order whose balance is covered by store credit
      When the reminders are created
      Then it is not reminded

Rule: An order moved from the old system is reminded once

    Scenario: SOPR-005 a migrated order is reminded only through its sale order
      Given an order from the old system that has a live sale order
      And another old order that has none
      When the reminders are created
      Then the migrated order is reminded once, through its sale order
      And the other old order is reminded as before

    Scenario: SOPR-008 a failure on sale orders does not stop reminders for old orders
      Given the sale order reminders fail for a supplier
      When the reminders are created
      Then the supplier's old orders are still reminded

Rule: A reminder is dropped if the order no longer owes money when it is sent

    Scenario: SOPR-006 an order paid after the reminder was created is not sent
      Given a reminder waiting to be sent
      When its order is paid, voided, canceled or not yet ready for delivery
      Then the reminder is not sent

    Scenario: SOPR-007 an order still owing when the reminder is sent is reminded
      Given a reminder waiting to be sent
      When its order is unpaid, partly paid or has a payment in progress
      And the order is ready for delivery or delivered
      Then the reminder is sent

Rule: The reminder reads like the existing invoice reminder

    Scenario: SOPR-009 the email, text and push use the existing reminder wording
      Given a reminder for a sale order
      When it is sent
      Then the customer receives the same invoice reminder email, text and push as for an old order
      And the order number, supplier, amount due, due date and pay link are filled in

FAQ​

I set a reminder but nothing went out. Only unpaid, partly paid or processing invoices with a due date matching the rule get one. See Payment reminders.