In Payment reminder view the payment reminders can be sent and invoices can be transferred to collection and reminder services Ropo Capital, Svea Ekonomi and Visma Duetto. The view can be found in Search > Receipt search > search for open invoices that are due > click Payment reminder.
Please note! Svea Ekonomi and Visma Duetto services will end by the end of the year 2023. You can no longer choose Svea Ekonomi or Visma Duetto as a new collection partner. If Svea Ekonomi or Visma Duetto has already been selected as a collection partner, you can continue using them until the end of the year.
This page will guide how to transfer sales invoices to collection and reminder services. More instructions about payment reminders that are sent from Procountor can be found here.
- Before sales invoices can be sent to debt-collection a payment reminder has to be sent to the customer.
- The user can check if the reminder has been sent from Search > Receipt search > More actions > Invoice transaction information.
Before transferring invoices to debt collection and reminder services
Before invoices are transferred to debt collection and reminder services the collection and penal expense settings should be activated in Management > Company info > Debt collection settings.
- More detailed instructions about the settings can be found here.
- The collector partner can be chosen in the usage settings and after that the partner button will appear in Payment reminder
- After a company has transferred the first invoice to the collector services the partner collector service will contact the company to make a contract.
- More information about the prices and services of the collector partners can be found from their own website and customer service.
Transferring invoices to the Maksuvahti payment reminder or debt-collection service
With Maksuvahti’s automatic payment tracking, you can automate payment reminders.
You can also transfer invoices manually to Maksuvahti. Read the instructions here.
Transferring invoices to the Ropo Capital payment reminder or debt-collection service
Go to Payment reminder view through Receipt search and search the invoices that are going to be transferred to payment reminder or debt-collection services.
- When the invoices have been selected click Ropo-services.
- Choose reminder services or collection services.
- More information about Ropo’s services can be found from Ropo Capitals own website.
- After this, a window opens in which the user can confirm the transfer of invoice data.
- The view shows how many invoices are being transferred to the reminder service.
- In the view, it is possible to add the same text for all selected invoices in the Seller’s notes The note to be added will replace any existing text on the invoice.
- The transfer is approved by checking the field Confirm invoice data transfer.
- By clicking on Continue, the data is transferred to the Ropo Capital service.
More information on the services provided by Ropo Capital is available here.
Transferring invoices to the Svea Ekonomi payment reminder or debt-collection service
Go to Payment reminder view through Receipt search and search the invoices that are going to be transferred to payment reminder or debt-collection services.
- When the invoices have been selected click Svea-services.
- Choose reminder services or collection services.
- More information about Svea’s services can be found from Svea Ekonomi’s own website.
- After this, a window opens in which the user can confirm the transfer of invoice data.
- The view shows how many invoices are being transferred to the reminder service.
- In the view, it is possible to add the same text for all selected invoices in the Seller’s notes The note to be added will replace any existing text on the invoice.
- The transfer is approved by checking the field Confirm invoice data transfer.
- By clicking on Continue, the data is transferred to the Svea Ekonomi service.
More information on the services provided by Svea Ekonomi is available here.
Transferring invoices to the Visma Duetto Oy payment reminder or debt-collection service
Go to Payment reminder view through Receipt search and search the invoices that are going to be transferred to payment reminder or debt-collection services.
- When the invoices have been selected click Duetto-services.
- Choose reminder services or collection services.
- More information about Duetto’s services can be found from Visma Duetto’s own website.
- After this, a window opens in which the user can confirm the transfer of invoice data.
- The view shows how many invoices are being transferred to the reminder service.
- In the view, it is possible to add the same text for all selected invoices in the Seller’s notes The note to be added will replace any existing text on the invoice.
- The transfer is approved by checking the field Confirm invoice data transfer.
- By clicking on Continue, the data is transferred to the Visma Duetto service.
More information on the services provided by Visma Duetto is available here.