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
You can access interest and collection settings from Sales > Interest and collection > Interest and collection settings. To view this, the user must have read access set in the function-specific rights for "Basic functions of accounts receivable", edit rights for "Sales reporting tools", and edit rights for "Basic information management" sections.
Interest calculation prohibitions
On the Interest calculation prohibitions tab, you can add, edit, and delete interest calculation prohibitions. 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, but the text before the number 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.
After making the desired changes/additions, select "Update". If you want to cancel the changes, then select "Cancel".
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:
More information on the topic can be found here.
Keywords: Interest and collection settings, interest calculation prohibitions, collection texts, Visma collection services, Netvisor Store
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