...
| 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
|
| Note |
|---|
Custom reminder steps provide better control, and more customizable messages than the follow-up points for due invoices. Make sure to disable the follow up points so that customers are not sent duplicate messages. |
Configuring steps
BRP Configuration → Invoicing → Invoice reminder flow
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 setIf Multiple facility within installation wishes for different steps, useCompanyReminderFlowSteps must be set to true.
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.
Min days since last step - Reminder will be sent out X days after last step.
Minimum amount to add fee - Reminder will still be sent for those invoices but the fee will not be set.
Direct debit fee - Reminder fee for direct debit invoices.
Regular fee - Reminder fee for other invoices.
Email, SMS and push notification templates
...