How to set up Soft Reminder with AutoCollect in Visma Business

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 due date of the original invoice.
• No due date, and therefore does not extend the case process.
• The soft reminder is without a reminder fee.
• Email to business customers and SMS to private customers.
• Can be sent earliest on day 3, 5, or 7 after the due date of the original invoice.
• 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. Best regards, Visma Amili AS for Company Name AS”

How to set it up

1. Go to AutoCollect in Visma Business
2. Click on the tab Debt Collection Agreement and then Visma Business parameters.
3. In field 2 for Running days, set the number of days after the due date you want the invoice to be sent out at the earliest – day 3, 5, or 7 after due date.
4. Click Save
5. Click on the tab Debt Collection Agreement and then the tab General Information.
6. Double-click in the field Reminder flow and select 60 - Debt collection notice, if this is not already selected.
7. Change the number of days in the field Running days debt collection 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 proposals tab.

8. In the bottom field Information, write: “Order soft reminder day x” (use the same number as in the Running days field)
9. Click Save
10. Click the button Update and send agreement information

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

Recalculate due date including running days after setup

To ensure that the 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. Click on the tab All open items
2. Select all items
3. Right-click on the selected items
4. Select Process and Recalculate due date incl. Running days.

See also: Reminder flows in Visma Business AutoCollect – what do the different options mean? · How the transfer from reminder to debt collection works in AutoCollect for Visma Business