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This feature is currently in a test phase and is not yet available to configure and start using. This documentation will be updated when it is ready to activate. |
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(TP56253)
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Introduction
This is an alternative invoice reminder flow, designed to let the system administrator set up multiple invoice reminder steps, with different templates, fees and custom days between each reminder. Processing can be automated.
Maximize the payment rate for our customers.
Allow customizability based on tailor made reminder steps.
Automatization and minimal work for users.
Prerequisites
This feature require a special agreement signed before BRP staff can activate it.
General configuration
Configuration done by BRP staff
(TP57032 “General configuration”)
useAutomatedReminderSolution - set to true for companies.
activate SendRemindersScheduleTask, parameter BRP Automated Reminder Solution license is required
Configuration
Done by BRP Staff
Setting | Value/Description |
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useAutomatedReminderSolution | Yes |
useCompanyReminderFlowSteps | Yes = Reminder steps will be configured on a company level. |
infoRecipientAddress | The email that should recieve information about the scheduled task. |
Scheduled Task | Parameters |
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Automatic reminder flow | companies=1,2,3 |
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useCompanyReminderFlowSteps - set as true if reminder steps will be configured on a company level. If false, reminder steps will be configured on a system level.
Configuration done by system administrator
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Done by system administrator
1. Settings
BRP Configuration → Settings → Settings
Setting | Value/Description |
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removeReminderFeesWhenSendingToDebtCollection | Yes = Reminder fees will be cleared before sending to debt collection. |
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Should be set to Yes for companies in Norway |
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Configure rights
‘Automated reminder solution - Configure’ - create and change custom reminder steps
‘Automated reminder solution - Statistics’ - view the outcome of the reminder activities
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Setting up reminder steps, make sure company is set when changing to useCompanyReminderFlowSteps. Creating custom reminder steps
Reminder fee products
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2. Rights
BRP Configuration → Staff and resources → Roles
Enable this right on the roles of those who will configure or make changes to Automated Reminder Solution:
Automated reminder solution - Configure
Enable this right on the roles of those who later on should be able to view statistics related to Automated Reminder Solution:
Automated reminder solution - Statistics
3. Set up reminder steps
Set up the different reminder steps. See this documentation on how to do this:
Creating custom reminder steps
4. Create the reminder fee products
Create a product of the type “Item” for each reminder fee. The product for the reminder fee on each step is used to set the total fee (including the fee from previous steps).
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