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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 |
| Hiddenfragment macro | ||
|---|---|---|
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BRP Only documentation (TP56617 / 2024.11) Collecting and invoicing customers for the usage of automatic reminder solution is done using the solution for transaction fees. One special transaction type is created and BRP's share of reminder fee is configured for each customer just as any other transaction type. For clarity, a new information text has been added to the customer invoice, applying on all transaction types, looking like this: 0.5*20pcs+5.5%*15000.0 The label 'pcs' is configured in the world service BRP Only documentation (TP56617 / 2024.11) Collecting and invoicing customers for the usage of automatic reminder solution is done using the solution for transaction fees. One special transaction type is created and BRP's share of reminder fee is configured for each customer just as any other transaction type. For clarity, a new information text has been added to the customer invoice, applying on all transaction types, looking like this: 0.5*20pcs+5.5%*15000.0 The label 'pcs' is configured in the world service |
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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Automated reminder solution - Statistics
2. Create the reminder fee product
Create a product of the type “Item” for each reminder fee. 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.
3. Set up reminder steps
Set up the different reminder steps. See this documentation on how to do this:
Creating custom reminder steps
3. 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).
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 thefee
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.