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 |
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 |
|---|---|
Automatic reminder flow | companies=1,2,3 |
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. 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). 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.
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.