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changes.mady.by.user Jon Lennersten

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(TP44897 / 2023.2602)

Info

  • The custom reminder flow feature is enabled by creating one or more reminder steps. This will then override the standard behavior.

Setting to enable the feature →

  • Custom reminder steps can be created if one of the following settings are enabled

    • useAutomatedReminderSolution (addon enabled by BRP staff)

    • useCustomReminderSteps (addon enabled by BRP staff)

Purpose

This is an alternative reminder flow, designed to let the system administrator set up multiple invoice reminder steps, with different templates, fees and custom days between each reminder.

Configuration

Note

Even though the settings for each reminder step will override them, the following settings must be configured for the feature to work as intended

  • “reminderProduct” (standard reminder product for invoices and RCP invoices)

  • “reminderProductAg” (standard reminder product for direct debit invoices)

Configuring steps

Step number is an auto increment field. Users cannot edit it.

  • Minimum amount to add fee - Reminder will still be sent for those invoices but the fee will not be set.

  • Send to external debt collection service - Available only if external debt collection is configured for the company or all companies if useCompanyReminderFlowSteps is not set to true.

Email, SMS and push notification templates

To enable a channel for sending the reminder, a template is written for email, SMS and/or push notification. Leave the textfield empty in order to not send to that channel.

Parameters

The email, SMS and push notification templates supports the following parameters

  • person.firstName

  • person.lastName

  • person.fullName

  • person.email

  • person.customerNumber

  • person.allPhones (all phone numbers of the person)

  • dueDate

  • invoiceNumber

  • ocrNumber

  • amount - Invoice amount

  • leftToPay - Remaining amount

  • fee - Reminder fee

  • myPagesLink - Link to my pages in web to check invoices

Example (email template)

Code Block
<html><body>
Due date: ${dueDate}<br><br>
  Invoice number: ${invoiceNumber}<br><br>
  OCR number: ${ocrNumber}<br>
  Amount:  ${amount}<br>
  Left to pay: ${leftToPay}<br>
  Reminder fee: ${fee}<br><br>
  <a href="${myPagesLink}"> Check your Invoices</a><br>
</body></html>

Example (email presentation)

...