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Several collection scenarios are integrated with your platform when you register to My DSO Manager.
You can customize them and create new scenarios in unlimited numbers.
Create a collection scenario for each client type of your portfolio to improve the efficiency of your actions.
Here you can :
- create a scenario or add a scenario proposed by My DSO Manager
- change the name of the scenario
- duplicate a scenario
- add or modify actions → create your templates with text and #Hashtags, set when the action will be triggered according to oldest invoice of customer's accounts, or the last action date ...
Here you can define:
- the default collection scenario set here will be the one assign to any new customers
- the default collector set here will be the one assign to any new customers
- the minimum amount for the collection → below this amount My DSO Manager will not generate any action (except for specific actions created by the users)
- the amount below which positive transactions will be ignored for the collection.
(see also How to ignore a transaction during the collection?)
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