News My DSO Manager

How to define other automatic assignments?

Based on search criteria for at-risk customers or by defining other criteria dedicated to your needs, you have the ability to activate automatically:

  • Interactive e-mails
  • Late payment penalties
  • Recovery cost amount
  • Discretionnary Credit Limit (DCL, for users who benefit of a credit insurer connector)
Let's take the following example; we want to automatically activate recovery cost amount for late customers more than 30 days.

Create and save your search:

Set up automatic assignment:

It's done! You can apply the same rule for late payment penalties:

These assignment will now be applied after each sync with your ERP, one or several times a day
It is of course possible to make much more elaborate settings depending on your needs.