How to set up Soft Reminder with AutoCollect in Business NXT

This article explains how to set up soft reminders via AutoCollect, so that the end customer receives a friendly payment reminder from Amili before the debt collection notice is sent.

What is a soft reminder through Amili?

• A friendly reminder sent to the end customer as the first measure after the original invoice due date.
• No due date, and therefore does not extend the case process.
• The soft reminder is without reminder fee.
• Email to business customers and SMS to private customers.
• Can be sent earliest on day 3, 5, or 7 after the original invoice due date.
• Amili’s account number and KID included.

What does the soft reminder say?

“Dear customer! Have you forgotten us? You have an unpaid claim from Company Name AS, invoice number 123456 with case number 3148281. The current balance is 659.38. You can pay the claim quickly and easily with Vipps or card by logging in at https://mypage.amili.no. The claim can also be paid to account number: 1234.56.78910 with KID 000000123456789. Regards, Visma Amili AS on behalf of Company Name AS”

How to set it up

1. Go to AutoCollect settings in Business NXT and click on the Business NXT parameters tab
2. Click on the Running Days tab and set the number of days after due date you want the invoice to be sent out at the earliest - day 3, 5, or 7 after due date.
3. Click Save
4. Click on the Collection Agreement tab and then the Basic Information tab.
5. Double-click in the Reminder Flow field and select 60 - Debt Collection Notice, if this is not already selected.
6. Change the number of days in the Collection Running Days field to the same value as in step 2.

💡 Note: The same number of days must be entered in both fields for the relevant invoices to appear in the Reminder or Debt Collection proposal tabs.

7. In the bottom field Information write: “Order soft reminder day x” (use the same number as in the Running Days field)
8. Click Save
9. Click Processing and select Activate AutoCollect

The order has been sent to Amili and the flow will be changed after one working day.

💡 Tip: See how to set up soft reminders in this clickable demo.

Recalculate due date including running days after setup

To ensure that invoices appear in the reminder proposal after the set number of days, it is advisable to recalculate the value in the column “Due Date incl. Running Days”.

1. Go to AutoCollect (reminders and debt collection) in NXT
2. Click on the All open items tab
3. Select all items (bottom left you can see if all items are selected)
4. Click Processing and select Recalculate due date incl. Running Days.

💡 Tip: If the option is not visible, you can bring it up via edit mode.

See also: Reminder flows in Business NXT AutoCollect - what do the different options mean? - How to change the status of an invoice sent to AutoCollect in Business NXT