Automated reminder solution

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.

1 Introduction
2 Prerequisites
3 Configuration
- 3.1 Done by BRP Staff
- 3.2 Done by system administrator
  - 3.2.1 0. Preparation
  - 3.2.2 1. Rights
  - 3.2.3 2. Create the reminder fee product
  - 3.2.4 3. Set up reminder steps

(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

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.
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. Should be set to Yes for companies in Norway.
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

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

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.