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Collect in My DSO Manager » How to automate the collection actions?

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You can set some automatic dunning actions in My DSO Manager to maximize punctuality and effectiveness of your debt collection.

Emails and SMS messages can be automated, whether for collection scenarios actions or specific actions:

  • Collection scenario actions → Go to Settings / Manage collection scenariosLink. Click the action you want to automate, and then check the box « Automatic action ».

    Automatic action

    They are by default « to be confirmed », the collector has to confirm it in the agenda or the customer sheet in order My DSO Manager sends it.

    Automatic action to be confirmed

    If you uncheck the box « Automatic action to be confirmed », the action is 100% automatic.

    In order that a automatic action is sent, it is necessary that the customer concerned has a « Contact for collection » defined.
    Contact for collection
    If this is not the case, My DSO Manager will display an error message for the affected clients. To update them, edit the customer sheet and select the contact that will be the recipient of these dunning actions. It is also possible to set the contact for collection with the contacts upload file.

  • Specific actions → A specific action is often created for a later date. It is possible to make this action automatic in the same manner as the collection scenario action.

    If at the date of the action, the items associated with this action are still not settled, the action will be executed automatically (unless it is « to be confirmed »). If these items are cleared, the action is canceled.

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