Confirm the promises to pay! (Friday, September 1 2023)

It has been demonstrated that promises to pay are 40% more respected when they have been confirmed to the client by the collector.

The principle is simple: once a buyer commits to the payment of one or more invoices at a given date, send him an e-mail confirming that you have well noted this commitment to pay such amount for such date by such means of payment.

This confirmation is done in a few clicks in My DSO Manager:

1. In customer account, qualify invoices with a status "Promise to pay", a date of promise of payment and a comment (optional). Click Next.
   
   
   
   
2. Choose to send a confirmation e-mail to your customer. Click Next.
   
   
   
   
3. Create a promise of payment specific action:
   
   
   • Manual specific action: create a manual specific action few days after the promise of payment date. If concerned invoices are unpaid at that date, this action will apear on your collection agenda, if they are cleared, the action will be automatically closed.
     
   • Automatic specific action: as for the manual action create this action few days after the promised date, if concerned invoices are unpaid at that date, automatic email will be sent to the customer, if they are cleared, the action will be automatically closed.
     
   
   



If the specific action chosen is an e-mail, postmail or SMS, use the tags #items_amount_selected (amount of invoices concerned by the specific action) and #items_list_selected (statement of account including only the selected items) .

It is recommended that you create templates that include these tags in Settings, Manage collection scenarios. To do this, create a "fictive" scenario (it will not be assigned to any client) that will include templates that you can select when creating specific actions.