Track sendings and handle failures
The SENDINGS tab of the Auto Reminders page gathers the result of each reminder sent by email. It puts the failures to handle first, grouped by cause, with the right action for each.
Check the status of sendings
The top bar summarizes the last few days:
- Delivered: the rate of reminders delivered;
- Sent: the number of sendings, with the failures and those already resolved;
- Paid after reminder: the invoices paid after a reminder, and their amount.
If several close failures come from the sending server, CAPPS reports a Sending server outage with its dates.
Choose the view: All · to handle first, To handle or Journal. The number on the SENDINGS tab counts the failures to handle.
Handle failures by cause
| Cause | What happened | Suggested action |
|---|---|---|
| Sending server | the server did not respond or refused the connection; the addresses are valid | Resend all |
| Email address | no address on the customer record, or address refused | Fix the address / Fix one by one |
| Customer mailbox full | the message was refused | Resend later |
| Reminder template | the template for this level is empty; the next reminders of this level will also fail | Open the templates, then Resend |
| Paid since | the invoice has been paid since the failure | Classify: nothing left to claim |
| Other errors | another reason, shown on the row | Resend |
Click View to show the reminders of a group, then Resolve → to handle one.
Reminders are resent one by one, 50 at most at a time, with a progress bar that you can Stop. If the sending server still does not respond, CAPPS interrupts the resending: “The sending server is still not responding: resending interrupted. Try again later.”
Fix an address and resend
Click Resolve → (or Fix the address). The invoice panel opens.
Under Reminder address, click Edit if the field is not already open.
Enter the New address: a single address, for example compta@client.fr.
Click Save and resend. The address is saved on the customer record; this reminder goes out at once, then the customer's other failed reminders go out again.
The panel also offers Resend now, Classify without resending and Open invoice.
Resend now is not offered if the customer record has no email address, or if the invoice is paid. Open the templates requires access to the reminder settings (see Write the reminder templates).
Read an invoice's thread
The panel traces the invoice's three levels: “N1 delivered”, “N2 failed”, “paused”, “skipped”, “cancelled” or “pending”. A pending reminder shows “planned on …”, or “will go out once the previous one is delivered”.
View the sending log
The Journal lists each sending, failures and resendings included, grouped by day. Filter by All, Delivered or Failures, by period (Last 30 days to Full history), by level, or search for a customer, an invoice or an address. The status of each row:
- Delivered; Resent · delivered: the resending closed a previous failure;
- Failed · to handle: to be resolved, with the reason;
- Failed: already resolved by a resending, new attempt planned, or reminder cancelled or paid since;
- Failed · classified: classified without resending.
Click Thread to open the invoice details, or Show more to go back in time.