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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 The processing can be automated.

  • Maximize the payment rate.

  • Allow customizability based on tailor made reminder steps.

  • Automatization and minimal work for users.

...

  • BRP Automated Reminder Solution license is required

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If you are interested in getting started with Automated Reminder Solution: reach out to your BRP Sales representative or Customer Success Manager for more information on how to begin.

Configuration

Done by BRP Staff

Setting

Value/Description

useAutomatedReminderSolution

Yes
Company level

useCustomReminderSteps

Yes

System level

useCompanyReminderFlowSteps

Yes = Reminder steps will be configured on a company level.
No = Reminder steps will be configured on a system 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.
Should be set to Yes for companies in Norway.

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)

reminderProduct

Select which product should be used for the reminder fee on standard and RCP invoices. BRP will use the name, account and VAT rate for the reminder fee from this product.

reminderProductAg

Select which product should be used for the reminder fee on direct debit invoices. BRP will use the name, account and VAT rate for the reminder fee from this product.

Scheduled Task

Parameters

Automatic reminder flow
(brp.tools.SendRemindersScheduleTask)

companies=1,2,3
Can be used to limit to some companies for specific runs.

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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

...

  • 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

...

  1. Friendly reminder. No fee.

  2. 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

    .

  3. 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

    .