Credit Management
What is the Credit Management module?
If you've purchased the Credit Management module, this menu will be displayed.
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It allows you to set up different reminder schemes for various websites.
Setting up schemes
- Overview:On the left, see existing schemes, each linked to a single website. A website can have multiple schemes.
- Create New Scheme: Click 'Add new scheme' and select the website from the dropdown menu.
Options:
- Edit, Duplicate, Delete: Modify, copy, or remove schemes as needed.
Possible actions
- Retry failed direct debits before invoice due date: Execute a SEPA direct debit again if the first attempt failed, but only before the invoice due date.
- Send payment invitation on invoice date: If the invoice isn't paid by the due date, send a PayPerEmail with a payment link.
- Send payment invitation if a transaction fails before the due date: Send a payment invitation immediately after a failed transaction before the invoice due date.
- Accept invoices with a due date in the past: Allows acceptance of expired invoices, not combinable with payment requests.
- Send an invoice specification attached to each email and letter: Attach a PDF invoice to all payment reminders when using Requests with product lines and/or Subscriptions.
Creating a reminder scheme
- Select an action:
- Send a reminder
- Add administration costs
- Send the invoice to a debt collection agency
- Introduce a threshold
- Stop the subscription (requires Subscription module)
- Choose a communication channel:
- Text message
- Letter
- Set templates:
- Use the 'Set templates' button to select the appropriate template.
- Add fallback method:
- Use the 'Add fallback method' button for an additional form of communication if the initial attempt fails.
- Add additional actions:
- Use the 'Add action' button to add an action to be performed simultaneously.
- Add additional steps:
- Use the 'Add step' button to add further steps to the reminder scheme.
- Specify the number of days after the previous step for the new activity to take place.
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Updated about 2 months ago