This instruction explains how to manage interest and collection settings, create and edit collection texts, and use Visma’s Collection and Payment notice services.
CONTENTS
Open the interest and collection settings by selecting Sales > Interest and collection > Interest and collection settings.
For editing collection texts, the user needs the following function-specific rights:
Read right “Accounts receivable basic functions”
Edit right “Sales reporting tools”
Edit right to the “Basic data management” sections
Interest calculation bans
On the Interest calculation bans tab, you can add, edit, and delete interest calculation bans.
To add a new interest calculation ban, select the function for adding a new ban on the Interest calculation bans tab and enter the required information.
To edit an existing interest calculation ban, select the ban and open it by clicking its description.
To delete an interest calculation ban, open the ban by clicking its description and select the delete function.
When you open an interest calculation ban by clicking its description, the view opens for editing or deleting.
Collection texts
The Collection texts tab contains default-form texts related to reminders and collection. Collection texts are shared for all customers. The texts can be entered in three languages (Finnish, Swedish, English).
The system automatically fills in the following fields on reminder and collection invoices:
[date of latest reference material]: The system replaces this with the date of the latest processed bank material (incoming reference payments). The text inside the square brackets must not be changed; it is a command/control information. The command can be copied as such to English or Swedish texts. The text cannot be copied to other fields, for example to the Payment notice text.
[reminder date + 4 business days]: The system replaces this for the customer with the date when the case is transferred to collection (date of making the payment request + four business days). The text inside the square brackets must not be changed; it is a command/control information. The number before the Business day text can be changed. The command can be copied as such to English or Swedish texts. The text cannot be copied to other fields, for example to the Payment reminder text.
The information in square brackets in the Collection section must be replaced manually; they are not commands/control information.
Open the collection texts by selecting the Collection texts tab in the interest and collection settings.
Select the reminder or collection text to be edited.
Edit the text in the desired language (Finnish, Swedish, English), keeping the commands in square brackets if needed.
Make sure you do not change the commands in square brackets [date of latest reference material] and [reminder date + 4 business days] if you want the system to fill them in automatically.
Replace the information in square brackets in the Collection section manually, as they are not commands.
Once you have made the desired changes or additions, proceed as follows:
Select “Update” when you want to save the changes.
Select “Cancel” when you want to discard the changes you have made.
Collection service settings
Visma’s Collection and Payment notice services are available directly from Netvisor. The service can be used according to your needs, without a binding annual fee. You can activate the service in Netvisor Store.
On the “Intrum Oy collection texts” tab, you can, if you wish, activate Intrum Oy’s collection services:
Open the collection service settings in the interest and collection settings.
Select the “Intrum Oy collection texts” tab.
Activate Intrum Oy’s collection services according to the instructions on the tab.
Enable Visma’s Collection and Payment notice services from Netvisor Store according to the instructions.
More detailed information on this topic is available here.
Frequently asked questions
Question: Where can I find the interest and collection settings in Netvisor?
Answer: Open the interest and collection settings by selecting Sales > Interest and collection > Interest and collection settings.
Question: What rights do I need to edit collection texts?
Answer: You need a read right to “Accounts receivable basic functions”, an edit right to “Sales reporting tools”, and an edit right to the “Basic data management” sections.
Question: How do I add or edit interest calculation bans?
Answer: Open the Interest calculation bans tab, select the function to add a new ban, or open an existing ban by clicking its description and edit or delete it as needed.
Question: What do the commands [date of latest reference material] and [reminder date + 4 business days] in collection texts mean?
Answer: They are system commands that must not be changed. The system replaces them automatically with the date of the latest processed bank material and the date when the case is transferred to collection.
Question: Can I copy the commands in square brackets to other text fields?
Answer: The commands can be copied as such to English or Swedish texts, but they cannot be copied to other fields, such as Payment notice or Payment reminder texts.
Question: How do I enable Visma’s Collection and Payment notice services?
Answer: Enable the service in Netvisor Store and, if necessary, activate Intrum Oy’s collection services on the “Intrum Oy collection texts” tab.
Question: How do I activate Intrum Oy’s collection services?
Answer: Open the “Intrum Oy collection texts” tab in the collection service settings and activate the service according to the instructions on the tab. More information is available in the article linked with the word “here”.
Keywords: Interest and collection settings, interest calculation bans, collection texts, Visma collection services, Netvisor Store
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.