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This feature is currently in a test phase and is not yet available to configure and start using. This documentation will be updated when it is ready to activate. |
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(TP56253)
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Introduction
This
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Purpose
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 can be automated.
Maximize the payment rate for our customers.
Allow customizability based on tailor made reminder steps.
Automatization and minimal work for users.
Prerequisites
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BRP Automated Reminder Solution license is required
Configuration
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Done by BRP
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(TP57032 “General configuration”)
TODO
Configuration done by system administrator
Setting up reminder steps
TODO
Custom invoice reminder flow (configure)
How to use
Reminder fee products
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 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.
How to use
What will be done automatically
When an invoice is due, a reminder will be sent according to the configured reminder steps.
When an invoice has reached a reminder step that requires external collection, it will be sent to external collection.
Review the status and progress of reminder tickets
(TP56618 “Collect statistics and present in BRP Cloud”)
TODO
(TP58644 “For each reminder step, show days since due.”)
If the setting (from TP58474 “Settings and rights”) named ‘useAutomatedReminderSolution’ is active, display an extra read only field on the InvoiceReminderFlowSov with the total due days up to that Step. Also display this as a column on the InvoiceReminderFlowMov.
Renamed the field in InvoiceReminderFlowSov and the column in InvoiceReminderFlowMov, from ‘Min days between next step’ to ‘Min days since last step’ for better clarity.
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Staff
Setting | Value/Description |
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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 |
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Automatic reminder flow | companies=1,2,3 |
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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
Enable this right on the roles of those who will configure or make changes to Automated Reminder Solution:
Automated reminder solution - Configure
Enable this right on the roles of those who later on should be able to view statistics related to Automated Reminder Solution:
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
Example:
Friendly reminder. No fee.
First reminder. 10 euro fee.
Second reminder. 10 euro fee.