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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.

(TP56253)

Introduction

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 can be automated.

  • Maximize the payment rate.

  • Allow customizability based on tailor made reminder steps.

  • Automatization and minimal work for users.

Prerequisites

  • BRP Automated Reminder Solution license is required

Configuration

Done by BRP Staff

Setting

Value/Description

useAutomatedReminderSolution

Yes
Company 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.

removeReminderFeesWhenSendingToDebtCollection

Yes = Reminder fees will be cleared before sending to debt collection.
Should be set to Yes for companies in Norway.

Scheduled Task

Parameters

Automatic reminder flow
(brp.tools.SendRemindersScheduleTask)

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

Done by system administrator

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. 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.

    1. 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.

    1. The reminder fee of the invoice is set to 20 euros based on the fee product.

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