This guide provides instructions on how to manage interest and collection settings, create and edit collection texts, and use Visma's collection and notice services.
CONTENTS
Open interest and collection settings by selecting Sales > Interest and collection > Interest and collection settings.
To edit collection texts, the user must have the following function-specific rights:
- read access for "Basic functions of Accounts receivable"
- edit access for "Sales reporting tools"
- edit access for "Basic information management" sections
Interest calculation prohibitions
On the Interest calculation prohibitions tab, you can add, edit, and delete interest calculation prohibitions.
- To add a new interest calculation prohibition, select the function for adding a new prohibition on the Interest calculation prohibitions tab and enter the required information.
- To edit an existing interest calculation prohibition, select the prohibition and open it by clicking its description.
- To delete an interest calculation prohibition, open the prohibition by clicking its description and select the delete function.
When you open an interest calculation prohibition by clicking its description, a view opens where you can edit or delete it.
Collection texts
The Collection texts tab contains default-form texts related to reminders and collections. Collection texts are common to all customers. Texts can be provided in three languages (Finnish, Swedish, English).
The system automatically fills the following sections on reminder and collection invoices:
- [date of the latest reference material]: The system replaces this with the date of the latest processed bank material (incoming reference payments). The text within square brackets must not be changed; it is a command/control information. However, the command can be copied as is to English or Swedish texts. The text cannot be copied to other fields, e.g., Payment notice text.
- [reminder date + 4 business days]: The system replaces this with the date for the customer when the matter is transferred to collection (date of payment reminder creation + four business days). The text within square brackets must not be changed; it is a command/control information. The number before the text Business day can be changed. However, the command can be copied as is to English or Swedish texts. The text cannot be copied to other fields, e.g., Payment reminder text.
- Information within square brackets in the Collection section must be replaced manually; they are not commands/control information.
- Open collection texts by selecting the Collection texts tab in interest and collection settings.
- Select the reminder or collection text you want to edit.
- 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 the 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 yourself, as they are not commands.
After making the desired changes or additions, proceed as follows:
- Select "Update" when you want to save the changes.
- Select "Cancel" when you want to cancel the changes you have made.
Collection services settings
Visma's collection and notice services are easily accessible directly from Netvisor. You can use the service according to your needs, without a binding annual fee. The service can be activated from the Netvisor Store.
From the tab "Intrum Oy's collection texts", you can activate Intrum Oy's collection services if desired:
- Open collection services settings from interest and collection settings.
- Select the "Intrum Oy's collection texts" tab.
- Activate Intrum Oy's collection services according to the instructions on the tab.
- Enable Visma's collection and notice services from Netvisor Store according to the instructions.
More information on the topic can be found here.
Frequently asked questions
Question: Where can I find interest and collection settings in Netvisor?
Answer: Open 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 read access for "Basic functions of Accounts receivable", edit access for "Sales reporting tools", and edit access for "Basic information management" sections.
Question: How do I add or edit interest calculation prohibitions?
Answer: Open the Interest calculation prohibitions tab, select the function to add a new prohibition, or open an existing prohibition by clicking its description and then edit or delete it as needed.
Question: What do the commands [date of the latest reference material] and [reminder date + 4 business days] mean in collection texts?
Answer: They are system commands that must not be changed. The system automatically replaces them with the date of the latest processed bank material and the date when the matter is transferred to collection.
Question: Can I copy the commands in square brackets to other text fields?
Answer: The commands can be copied as is 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 notice services?
Answer: Enable the service from Netvisor Store and, if necessary, activate Intrum Oy's collection services from the "Intrum Oy's collection texts" tab.
Question: How do I activate Intrum Oy's collection services?
Answer: Open the "Intrum Oy's collection texts" tab in collection services settings and activate the service according to the instructions on the tab. More information can be found in the article linked with the word "here".
Keywords: Interest and collection settings, interest calculation prohibitions, collection texts, Visma collection services, Netvisor Store
Did you find it helpful? Yes No
Send feedback