Automation settings allow for scheduling of each automated task that runs for the company. |
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Automation consists of specific tasks which are run at a certain time daily, or at a specific interval. The following tasks are available for configuration, and are only able to run if a cron task has been successfully created on the server (see how to Set up a Cron Job on the Installation page).
Task | Type | Description | |
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Create Invoice | Time | Renewing services are invoiced through this task, which runs once daily at the time specified. | |
Auto Debit | Time | Payment accounts selected for auto debit will run to pay off open invoices daily at the time specified. | |
Payment Reminders | Time | Payment reminders and late notices are sent daily at the time specified. | |
Apply Payments to Open Invoices | Interval | Loose credits are applied to open invoices automatically at the interval selected. | |
Provision Paid Pending Services | Interval | Paid pending services are activated at the interval selected. | |
Cancel Scheduled Services | Time | Services with future cancellation dates are removed at the interval selected. | |
Card Expiration Reminders 15th of Month | Time | A reminder will be sent on the 15th of the month for credit cards expiring that month at the time specified. | |
Deliver Invoices | Interval | Invoices that are scheduled for delivery will be sent at the interval selected. | |
Suspend Services | Time | Past due services will be suspended daily at the time specified. | |
Exchange Rate Updates | Interval | Exchange rates will be updated at the interval specified.
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Deliver Reports | Time | A/R, Invoice Generation, Tax Liability, and other reports will be delivered daily at the time specified. | |
Clean up Logs | Time | Old cron, gateway, module, and other logs will be rotated daily depending on their retention settings at the time specified. | |
Process Service Renewals | Interval | Renewing services that are attached to modules are renewed at the interval selected. | |
Unsuspend Services | Interval | Suspended services that have been paid will be unsuspended at the interval selected. |
Plugins may install their own cron tasks, so you may have additional cron tasks listed. Consult the manual for that specific plugin for additional details regarding those tasks. |