(TP56253)
This page is internal for now, but will moved to the public space once the feature is released.
Purpose
Maximize the payment rate for our customers.
Allow customizability based on tailor made reminder steps
Automatization and minimal work for users
Prerequisites
This feature require a special license.
Configuration
Configuration done by BRP staff
(TP57032 “General configuration”)
TODO
Configuration done by system administrator
Setting up reminder steps
TODO
Custom invoice reminder flow (configure)
How to use
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.