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Setting | Value/Description |
|---|---|
useAutomatedReminderSolution | Yes |
useCompanyReminderFlowSteps | Yes = Reminder steps will be configured on a company level. |
infoRecipientAddress | The email that should recieve information about the scheduled task. |
automatedReminderMinimumRest | Minimum amount on an invoice to be included in the automated reminder flow. Invoices with a lower amount than this setting will be excluded. |
automatedReminderMinimumDaysSinceDueOrReminder | If an invoice due date and last reminder date is more than X days ago, it will not be included in the automated reminder process. Set to 0 to include all invoices. |
removeReminderFeesWhenSendingToDebtCollection | Yes = Reminder fees will be cleared before sending to debt collection. |
reminderFeeOnRetry | 999 (as a way of disabling the standard reminder fee until the 999th retry) |
reminderFeeOnRetryAG | 999 (as a way of disabling the standard reminder fee until the 999th retry) |
Scheduled Task | Parameters |
|---|---|
Automatic reminder flow | companies=1,2,3 |
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Done by system administrator
0. Preparation
Make sure the follow up point "Late invoice person" / "Förfallen faktura person" is disabled, so that the payer is not notified in two ways.
1. Rights
BRP Configuration → Staff and resources → Roles
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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). The item can have no price, or the price 0, since the amount is set on the reminder step. Only the name, account and VAT rate of the product is used.
Example:
Friendly reminder. No fee.
First reminder. 10 euro fee. The reminder product “1:st reminder fee” should have the price 10 euros.
The reminder fee of the invoice is set to 10 euros based on the fee product.
Second reminder. 10 euro fee. The reminder product “2:nd reminder fee” should have the price 20 euros.
The reminder fee of the invoice is set to 20 euros based on the fee product.
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