Service levels for customers

If there is a need to limit the debt collection of a certain customer (company), that can be done by adding the customer to a VIP or PREMIUM customer group. Please note that the default model is the most effective option in terms of cash flow and does not require any actions from the user. Adding customers to the service level groups will tranfer the responsibility for monitoring the assignment, preventing expiration of the assignment etc. to the user. In some cases using service level groups might create additional costs for the sender. The grouping feature works based on the customer’s business ID - please make sure that the customer’s information has the correct business ID and that the ID is also given corrently on the invoice XML when sending. If you have added the customer to a group, but you decide you want to continue collecting invoices - simply remove the customer’s business ID from the customer group listing.

Please note that the debt collection does not continue on cases that have been closed in the process earlier even if the customer group is updated.

Service level can be set using the PATCH /v1/service_levels/{customer_bid}

On assignment there is a parameter called service_level. In case the customer in question is either on the PREMIUM or VIP service level group, that parameter will return the information accordingly. If customer is not on the VIP or the PREMIUM group, the parameter will be “default”. There will also be an event added for the assignment, called service_level_changed that will indicate the service level if it is either VIP or PREMIUM. Note! service_level information does not get updated immediately after the invoice is sent and assignment is created. It will get updated after a few hours from the sent.

DEFAULT customers

The default payment monitoring process is pictured below. This is the most effective option in terms of your cash flow and requires no action from you.

PREMIUM customers

A payment reminder and a demand for payment are sent for an overdue invoice, after which the collection of the invoice ends 30 days after the due date of the demand for payment. After this, the responsibility for monitoring the receivable, preventing expiration of the receivable etc. is transferred to your own responsibility. If the customer has not paid the open receivable in full, you will be charged 30€+VAT.

VIP customers

Only a payment reminder will be sent for an overdue invoice. The payment reminder has no reminder fee for your customer. The collection of the invoice ends 30 days after the due date of the payment reminder and the case will be closed. After this, the responsibility for monitoring the receivable, preventing expiration of the receivable etc. is transferred to your own responsibility. You will be charged 5€+VAT for each payment reminder sent

No payment monitoring

If you do not want to transfer a specific customer’s invoices to Receivables management service payment monitoring at all, add the customer’s business ID below. The information on these invoices will not be transferred to Visma Amili Oy. Please note that your own account number will be printed on these invoices and you must take care of the processing of the payments, the control of the receivables, preventing expiration of the receivable etc. yourself. There are no additional costs for you.

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