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      Description

      In some cases it's desirable for a client to maintain a balance and receive a notification if their available credit drops below a certain value. This value should be able to be set by staff on the client's profile page, as well as by the client themselves.

      From the Client Profile, Edit > "Credit Handling" (per CORE-4014), and within the client area under Manage Account > "Credit Handling" tab. This should always appear for staff on the client profile page, but only show for clients if credits are enabled for the client (per CORE-4014).

      The section should have the following options:

      [ ] Notify me if my credit balance falls below [========] [currency dropdown, default to preferred currency]

      An email template will be required for this notification, as well as a daily automation task that sends low balance notifications. The low balance notification should only be sent once until the account is topped off above the low balance value. So if they have the notice set for $50, and their balance is below $50 when the daily automation task runs, send the email notification (and include their current balance). Do not send the email again the next day, unless they made a payment for credit to bring the balance to or above $50.

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          • Assignee:
            Unassigned
            Reporter:
            admin Paul Phillips
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