Recurrent interactions

Recurrent interactions

Recurring interactions allow you to automate the capture of repetitive interactions.

Example: every Monday you must check the state of stock, or every Tuesday and Thursday you must remind customers who have received a quote or every first Tuesday of the month you must bill the customer "Les beaux Sapin" their subscription to your service.

Access recurring interactions

Recurring interactions are accessed either via the application launcher or via the RECURRENCES button in Interaction.


Create a recurring interaction

When you go into the recurrences, you see by default the active recurrences (recurrences in progress and recurrences about to end).


To create a recurrence, click on the button :


In order to illustrate a concrete case, here we will perform a recurrence that will take place once a week and therefore the goal is to follow up with customers who have contacted your support to see if the problem is well resolved.

The system allows recurrences per day:

Per week :

And per month:
For our example, we therefore choose to restart once a week for 1 year.

Once the interaction parameters have been set, click on the "Generate interactions" button. Click "Ok" on the validation message.
You return to the list of recurring interactions. Reopen the recurring interaction you just created. The generated interactions appear below the recurring interaction.


Modify a recurrence

It is possible that at some point you may have to change a recurrence. In our case, let's imagine that we no longer have to remind customers on Wednesdays but on Thursdays.

To do this, go to the list of recurrences and click on the name of the recurrence to modify it:

So we change the day and then launch a regeneration of the interactions:

The system asks you to confirm and you confirm:

Create a recurring invoice

To create a recurring invoice, go to Simple ERP -> Invoice -> click on the button :

The creation process is exactly the same as for making a classic invoice.

So you bind your customer, and add the products.
You can click on the "Preview" button to check the content of the future PDF you will create in due course.

Once the recurring billing settings are set, click the "Generate Interactions" button. Click the "OK" button on the validation message. Interactions are then generated.

On the defined dates, an invoice issuance interaction will be present in your daily calendar. All you have to do is confirm the invoice generation and send it to your customer.

How to send business documents to customers by email with Simple ERP?

To send a commercial document (estimate, order form, invoice,...) by email, follow the
procedure below. In our example, we will create and send an invoice.

1) In the Simple ERP module, create an invoice, and generate the PDF of the invoice.

2) Once the PDF is generated, the file appears in the Invoice interaction documents.

Click on the file name to download the invoice.

3) In the interaction, move your mouse over the icon next to the name of the linked
contact. A pop-up window opens, click on the envelope to create an email to the contact.

4) A blank email appears to the linked contact.

Attach the PDF file to the email and send it.

How to manage the status of an invoice with Simple CRM?

You can manage the status of each of your customer invoices with Simple CRM.

For that:

1) Create or modify the billing interaction

2) In the interaction form, change the status according to the invoice status

3) Record the interaction

How to create a credit note from an invoice in Simple ERP?

You can now create a credit memo directly from an invoice in Simple ERP.

For this, the invoice must have been issued, i.e.
the PDF of the invoice must already have been generated.

To create a credit memo from the invoice, open the invoice interaction, and click the
"Convert to credit memo" button.

Confirm credit memo creation. You come to the credit memo interaction that was
created from the invoice.

The invoice interaction is linked to the same contact and/or company.

The budget is the negative of the budget of the original invoice.

The quantity of each product is negative.

On each product line, an indication of the original invoice number is added.

How do I track bill payments and follow up with my customers?

The Simple ERP module allows you to obtain the list of unpaid invoices, and to dun your customers.

1) Upon receipt of payment of an invoice, open the invoice interaction.
In the "Invoice tracking" field, choose "Invoice Sale - 04 - Total Payment", then Save the interaction.

2) To follow up, go to the module Simple ERP / Invoices (menu up -> Simple ERP,
then menu up -> Invoice).

At the top of the invoice list, click on the "List of unpaid invoices" button.

You get a list of unpaid invoices. Click on each interaction to restart the client.