How to Configure Collection Notifications
Set up automated billing reminders, overdue warnings, and suspension notices so you never have to manually chase late payments. The collections pipeline sends SMS and email notifications at intervals you define, then suspends service if payment is not received.
Prerequisites
- Billing settings configured in Settings > Billing (invoice schedule, payment terms)
- SMS provider credentials set up (for SMS notifications)
Steps
1. Open Collections settings
Navigate to Settings > Collections. You will see three notification stages and the aged debt configuration.
2. Configure reminder notifications (before due date)
Reminders go out before the invoice is due to give subscribers time to pay.
- Set Reminder Days Before Due to the number of days before the due date you want the first reminder sent (e.g.,
3sends a reminder 3 days before). - You can add multiple reminder intervals. For example,
7, 3, 1sends reminders at 7 days, 3 days, and 1 day before the due date. - Toggle SMS, Email, or both for each reminder.
3. Configure warning notifications (after due date)
Warnings go out after the due date has passed but before service is suspended.
- Set Warning Days After Due to define when overdue warnings are sent (e.g.,
1, 3sends warnings 1 day and 3 days after the due date). - These notifications should communicate urgency and include the upcoming suspension date.
4. Configure suspension timing
- Set Suspend Days After Due to the number of days after the due date when the subscriber's PPPoE service is automatically suspended (e.g.,
7suspends service 7 days after the due date). - A final suspension notice is sent when the service is actually suspended.
5. Customize notification templates
Click Edit Template next to any notification stage to customize the message content. Separate templates are available for SMS and email.
Template Variables
Use these template variables:
| Variable | Description |
|---|---|
{subscriber_name} | Subscriber's full name |
{amount} | Outstanding balance (formatted with peso sign) |
{due_date} | Invoice due date |
{suspend_date} | Date when service will be suspended |
{payment_link} | Short link to the subscriber's payment portal |
{plan_name} | Subscriber's current plan |
Example SMS template:
Hi {subscriber_name}, your bill of {amount} is due on {due_date}.
Pay now to avoid disconnection: {payment_link}
6. Configure aged debt settings
Scroll to the Aged Debt section to define how long-overdue accounts are handled:
- Write-off Days -- Number of days after suspension before an account is marked as bad debt (e.g.,
90). - Auto-archive -- Toggle whether written-off subscribers are automatically archived.
This keeps your active subscriber list clean and gives you accurate revenue reporting.
TIP
To write off a single invoice (rather than the whole account on a schedule), open the invoice and use Mark uncollectible. It hides that invoice from overdue, requires a reason, and is reversible. See Void vs Uncollectible.
7. Save and verify
Click Save. The pipeline summary at the top of the page shows your complete collections timeline as a visual diagram (e.g., Reminder at Day -3 > Due Date > Warning at Day +1 > Suspend at Day +7).
Review the timeline to confirm the intervals match your collection policy.
Result
The automated collections pipeline runs daily. Subscribers receive reminders before their due date, warnings after, and are automatically suspended if payment is not received within your configured window. When a suspended subscriber pays (via the payment portal or manual entry), their service is reconnected within 30 seconds.