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.
(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”)
useCompanyReminderFlowSteps - set as true if reminder steps will be configured on a company level. If false, reminder steps will be configured on a system level.
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.