The interactive emails allows your customers to access their statement of account on My DSO Manager by clicking a link in your recovery emails.
They can then post comments on each bill that, if approved by the collector, will appear in the account balance on the customer sheet.
Enable interactive emails
The first step is to use this feature is to activate it at the customer sheet by clicking the edit button:
then the dedicated field
Therefore, account statements inserted in recovery emails include a link allowing your customer to interact with you via My DSO Manager
The link is on open items
By clicking on a link, your customer arrives on his dedicated page on My DSO Manager
He has access to some indicators, a statement of account
as well as information about your company (address, bank details, contact ...).
He can enter a comment on the invoices he has selected, once done the icone
These comments are sent by email to the collector who can validate them. If he does, the comments appears on customer statement of account
, next to the status
of the concerned item. The presence of a customer comment is identified in a glance with the icon
. Simply click on it to view the comment, the date on which it was made and by whom.
NB: If no collector is assigned to the customer, the email will be sent by default to your platform administrator