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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.
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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 |
useCustomReminderSteps | Yes System level |
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) |
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 |
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Automatic reminder flow | companies=1,2,3 |
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Set up the different reminder steps. See this documentation on how to do this:
Creating custom reminder steps
Example
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Friendly reminder. No fee.
First reminder. 10 euro fee.
Second reminder. 10 euro fee.
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