Credit Management

What is the Credit Management module?

If you've purchased the Credit Management module, this menu will be displayed.

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

1. Select an Action:
   1. Send a reminder
   2. Add administration costs
   3. Send the invoice to a debt collection agency
   4. Introduce a threshold
   5. Stop the subscription (requires Subscription module)
2. Choose a Communication Channel:
   1. Email
   2. Text message
   3. Letter
3. Set Templates:
   1. Use the 'Set templates' button to select the appropriate template.
4. Add Fallback Method:
   1. Use the 'Add fallback method' button for an additional form of communication if the initial attempt fails.
5. Add Additional Actions:
   1. Use the 'Add action' button to add an action to be performed simultaneously.
6. Add Additional Steps:
   1. Use the 'Add step' button to add further steps to the reminder scheme.
   2. Specify the number of days after the previous step for the new activity to take place.