You can set some automatic dunning actions in My DSO Manager
to maximize punctuality and effectiveness of your debt collection.
The sending of emails and SMS can be automated
, whether for collection scenarios
actions or specific actions
1. Collections scenario actions
Go to Settings / Manage collection scenarios
. Click the action you want to automate, and then check the box « Automatic action »
Automatic actions are by default « to be confirmed », the collector
has to confirm it in the agenda or the customer sheet in order My DSO Manager
the action is 100% automatic.
If you uncheck the box « Automatic action to be confirmed »,
2. Specific action
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
3. To go further
- In order that an automatic action is sent, it is necessary that the customer concerned has a contact for collection set:
→ 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.
Find also this criteria in Insights tab
- If at the date of the action, the items associated with this action are still not cleared, the action will be executed automatically (unless it is « to be confirmed »). If these items are cleared, the action is then canceled.
- The sender of the automatic email is the collector associated with the account, so it is essential that customers accounts are correctly assigned to a collector.
- From the tab "Settings - Manage collection sceanrios - Settings", you can determine the days and time slot of sending automatics emails.