BILLmanager has a built-in system of notifications that are sent automatically to customers or staff members in different situations.
Example: BILLmanager sends a Low balance notification when the client's balance is near zero, etc. Notifications can be sent not only to customers but also to staff members and inform them about new posts in support tickets.
There are three ways to send notifications:
- Via email. You need to set up a mail server.
- Via SMS to a cell phone. You need to set up an SMS-gateway.
- In the "Notifications" section in BILLmanager
BILLmanager comes equipped with pre-defined Email templates. You need to configure SMS notifications and Notification section manually. To edit a notification text navigate to Settings → Message templates → select a notification type → Templates.
Notifications for clients
Account
Registration of a new client — the billing system sends the login and password from the Client area to the email of a newly registered customer.
Email activation — the activation email is sent to the main account provided that email verification for new clients is enabled in the billing system.
Account verification by Email — the mailbox confirmation notification is sent to the client's email. The option "Confirmation by email" in the Global settings module → Client verification defines when to send this email.
Payer verification by email — the mailbox confirmation notification is sent to the client's email. The option "Confirmation by email" in the Global settings module → the company and individual payer configuration tab defines when to send this email.
System notifications from COREmanager — password reset, GeoIP notifications informing a client that someone is trying to log in to the system.
Payments and invoices
New invoice — this email includes the automatically generated invoice if the automatic invoicing function is enabled. The notification is not sent if the post-paid function is activated for the client. The system sends this notification to the email addresses of all the users.
The invoice is attached to the notification only if the Bank Transfer payment method was selected during automatic generation.
New payment — this notification is sent to email addresses of all users of the client account when the payment status is changed into "Paid". The system sends this notification for wire transfer and electronic payments to the email addresses of all the client's users.
Monthly limit of auto-payment — this notification is sent to a client after the auto-payment limit has been reached. The email is sent only after the first failed attempt to make a payment.
Additional information for payer verification — the notification is sent to all users of the client account if the service provider needs additional information about the payer. The email is sent if the staff member verifies the payer manually and selects the "Request additional data" checkbox when closing the task. The system sends this email to all payers of the client.
Funds for payment — the notification is sent to the email addresses of all users of the client when he adds funds to his account, and there are unpaid orders in the Cart.
Low balance notification — this notification is sent several times. By default, it is sent 10, 5, 4, 3, 2, 1 and 0 before the estimated date when the client will have insufficient funds. The LowMoneyNoticePeriod directive in the BILLmanager configuration file defines when to send notifications. This option is enabled for services with daily charges provided that a credit limit or post-paid function is activated. The notification is sent to the email addresses of all users of the client.
Service renewal notification — the notification is sent to the email addresses of all users of the client and informs them that the services were renewed automatically according to the service renewal policy. The system sends this notification on the renewal day.
Promised payments notification — this notification is sent if the service provider has configured the module "Promised payments". The notification is sent to clients informing them about the activation of the new promised payment and its expiration date.
Services
Resource threshold notification — the notification is sent to the email addresses of all users of the client if a service resource is approaching the threshold specified in the tariff plan. The system sends this notification according to the value set in the "Send notifications when a client reaches its limits" field in the "Global settings" section.
Percentage of the maximum resource usage has been exceeded — this notification is sent when the usage of a resource with the "statistics-based" billing type exceeds a certain percentage of the maximum value. The default values are 75, 95, 100%. To set the thresholds for notifications, go to Provider → Global settings → Statistics-based → Threshold to inform clients that the prepaid package resource limit has been exceeded. The notification is sent to the email addresses of all users of the client.
You have been charged for resource overage — the notification is sent to email addresses of all users of the client if he has exceeded the resource limit specified in the tariff plan, and the system has started to charge him for resource overuse.
<service type> activation — the notification is sent to the email addresses of all users of the client and informs them that service is ready-to-use.
Configuration of additional parameters — the notification is sent to the email addresses of all users of the client if the quick order is set up, and the service is already paid, but some additional data are required for its activation. If the service is not paid, the notification is not sent.
Your service will be deleted soon — this notification is sent several times. By default, it is sent 7, 5, 3, and 1 day before the service expiration date. The NearDeletePeriod directive in the BILLmanager configuration file defines when to send this email. Notifications are sent to the email address of all users of the client.
Service suspension — the notification is sent to the email addresses of all users of the client when a service gets suspended.
License Update Subscription expires soon — this notification is sent several times. By default, it is sent 5, 4, 3, 2, 1, and 0 before the subscription expiration date for lifetime licenses. The period is specified with the LowMoneyExpirePeriod directive in the BILLmanager configuration file. Notifications are sent only for ISPsystem licenses to the email addresses of all users of the client.
Insufficient funds for automatic renewal — this notification is sent several times. By default, it is sent 5, 4, 3, 2, 1, and 0 before the subscription expiration date for lifetime licenses. The LowMoneyExpirePeriod directive in the BILLmanager configuration file defines the sending period. The notification is sent to the email addresses of all users of the client.
Service is going to expire — the notification is sent several times. By default, it is sent 5, 4, 3, 2, 1, and 0 days before the service expiration date. The sending period is specified by the LowMoneyExpirePeriod directive in the BILLmanager configuration file. The notification is sent to the email addresses of all users of the client.
Error notifications — they are sent if one or several errors occur when ordering a service. Eg. when the selected auto-renewal period is not available, an error occurred when trying to register a service profile, payment method for auto-payment is disabled, automatic payment failed.
Abuses score notifications — if a service provider utilized abuse scores, the billing sends the notifications when the abuse score limit has been exceeded, the abuse resolution time will expire soon, and the abuse resolution time has been reached. For more information please refer to the article Abuses.
Support center
New ticket based on email — the system sends this notification when a client sends a request not from the Client area but from his mailbox. The notification informs that his email has been registered in the ticket system.
New message from provider — notifies a client that new messages from the service provider were posted in the ticket. The notification is sent to emails of the client's users who posted replies in the ticket, or to all users if no one posted messages (for example, the provider sent the ticket to his client).
Account deletion — notifies that a non-active client was deleted automatically. The email is sent to the main account. You can activate the automatic deletion of non-active clients in Global settings → Delete non-active clients. Set the parameter Delete account if it is not active for more than in days. To send the suspension notifications beforehand, go to Provider → Global settings → Send preliminary deletion notification and specify the Period to send the notifications in days. The default value is 5, 3 and 1 before the client suspension day.
Announcements — this notification is displayed in the "Support" section during the specified period for a selected client group. To create a notification, go to Support → Announcements → Add.
Advertisement — a banner for a specified client segment. It is displayed in the "Promo, special offers, news" section of the Client area Dashboard. To create a notification, go to Marketing → Advertisement→ Add.
Email gateways
Notification from this section is sent only if the provider has configured the mail server.
Email confirmation — this notification is sent if the mailbox the email was sent from is not registered in the billing system. BILLmanager will ask a sender to get registered in the system and confirm this email address.
Email confirmed — the notification is sent after the email has been successfully confirmed.
A support incident is required — this notification is sent if per-incident support is set up for the department the email was sent to.
Email is not unique — the system sends this notification if the email was sent from the mailbox which is not unique in the billing system. The system cannot identify the user by email and requires manual verification.
Notifications for staff members
New task — a new task is created in the "Tasks" module. The notification is sent to all members of the department that the task is associated with according to the settings specified in Settings → User settings → Notification settings.
Ticket is assigned — notifies that a new ticket from a client is registered in the Support center. It is sent to staff members if they are signed in to receive notifications (Settings → User settings → Notification settings).
New post from client — a new message from the client is posted on the ticket. The notification is sent to staff members if they are signed in to receive notifications (Settings → User settings → Notification settings).
New post from provider — a new message from a staff member is posted on the ticket. It is sent to staff members if they are signed in to receive notifications (Settings → User settings → Notification settings). The system doesn't send the notification to the staff member who posted a message on the ticket.