Automated reminder solution
(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. The 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. This feature is an add-on.
Customer needs to use the new API server.
If you are interested in getting started with Automated Reminder Solution: reach out to your BRP Sales representative or Customer Success Manager for more information on how to begin.
Configuration
Done by BRP Staff
1. Settings
Setting | Value/Description |
|---|---|
useAutomatedReminderSolution | Yes |
useCustomReminderSteps | Yes System level |
useCompanyReminderFlowSteps | Yes = Reminder steps will be configured on a company level. |
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) |
reminderProduct | Select which product should be used for the reminder fee on standard and RCP invoices. BRP will use the name, account and VAT rate for the reminder fee from this product. Highest allowed amount in Norway is 38kr |
reminderProductAg | Select which product should be used for the reminder fee on direct debit invoices. BRP will use the name, account and VAT rate for the reminder fee from this product. Highest allowed amount in Norway is 38kr |
minimumPayerAgeForSendingInvoiceToDebtCollection | Minimum age of the payer on the invoice to be sent to debt collection. If the payer age is less than the value of this setting, the invoice will not be sent to collection. If the payer does not have a birth date set on their profile, the invoice can be sent to collection. If the invoice could not be sent to collection due to the payer’s age, it will be logged on the “History” tab of the invoice. |
2. Report template
Create a Reminder report template. Select “Reminder” as content type, and choose one of the reminder.jasper templates (unless there is already a report template created for reminders).
Please note:
The text written in the email template on the automated reminder steps will override the email template of the report template.
The subject line of the email will be pulled from the report template. Read more here on how to change the subject line: Report templates | Rubrik vid e post
3. Activate scheduled task (last step once all other configuration is done)
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. 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