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: : Issuing Automatic Reminders to Customers
Prerequisites: configure the dunning level as described in Configure Reminders.
- Go to Tools > Setup > Batches > Creation and modification batch.
- Create a batch and select the RelancesAutomatiques template.
Refer to your Akuiteo representative for more information on batches.
For all the not respected deadlines for customer invoices, the batch will know, based on the due dates, the dunning level to take thanks to the min and max bounds you configured. It will check whether the inferior level has been used the time before.
The recipients:
- The Decision-maker, Financial interlocutor, Main interlocutor on the customer contacts.
- The CC'ed recipients, who are those defined in the batch setup.
Number of e-mails received:
- If the customers to be invoiced AND recipients AND CC'ed AND levels are the same, you will get an email.
- Otherwise there will be one mail per invoice.
Once the mail is sent:
- The dunning level will be updated in the due date.
- The date of the reminder will be set in the Last reminder field.
- The comment in the due date will be updated as follows: Reminded automatically by mail on DD/MM/YYY.
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