On top of sending emails and calling your clients, are physical letters part of your late payment collection strategy?
It can be done directly from CashCollect in order to centralise everything, this article explain you how.🎉
1/ Set-up your account
The feature is based on a partnership with MySendingBox, a fast and secure mailing solution.
This partner provides:
Professional prices to our customers.
The printing of the letters
The postage process
The sending (and the tracking for the letter with acknowledgment of receipt)
In order to access this service and the advantageous price in CashCollect, you have to go to "CashCollect", click on "Settings on the top right", and sign up to MySendingBox.
Then you provide the email address to be used for the MySendingBox account (nota: it will be the address of reception of the MySendingBox invoices, and it will be saved in CashCollect database, so please make sure it’s a proper email address and not a test address).
Next, you will be asked to go on MySendingBox and provide:
Name → (Company name) Here, the name can be the company name that is used in Agicap, or a different one (no matter here). But note that it’s the company name that will be used by MySendingBox.
Password
Once done, you will land on MySendingBox settings.
The company account is “validated” but not ready to use. You have to provide:
“Invoicing data” which is your company address
“Payment data” (mandatory) which can rather be:
SEPA
or, Credit card
Scroll down in the “Facturation” page and fill-in the information.
🎊 Congratulations, if the “Informations de facturation” and the “Moyen de paiement” are valid, the connection should be "Connected" from the Agicap CashCollect view.
2/ Send your physical letters from Agicap
You need to go the the "Client Invoices" tab, select one invoice, then click on the right side on "Send a letter"
There are 3 steps:
Upload the content of the letter (only PDF allowed)
Select the recipient and add informatio if needed (postal address)
Select the postage type:
Priority letter
EcoPli (For France only)
Registered Letter (receive an acknowledgement of receipt)
When you validated you can go to "Follow-ups" and "History" to check that the sending is scheduled.
3/ Include physical letters in your late payment collection automation
You can also add physical letters as a step within your sequenced automations.
It won't automatically send the letter, but it will create a task for you to send the letter.
First go to "Follow-ups", and "Automation", and select one of your "Sequenced Automation".
After clicking on "Add a step", you are now able to select "Letter".
Once you activated the automation and assigned it to some clients, each time a new invoice meets the criteria you will have an automatic task create in "Follow-ups", "Follow-up actions".