Follow-up plans – reminders and dunning

Menu names and screenshots are shown in Norwegian, as they appear in Rubic Admin with Norwegian selected.

A follow-up plan decides what happens when an invoice is not paid: when reminders and dunning letters are sent, which channels are used, and whether a fee and interest are added.

View and edit a plan

1. Go to Økonomi → Oppfølgingsplaner.
2. Click the plan, for example Standard purreflyt.
3. You see the events in the plan, for example a reminder 7 days and a dunning letter 21 days after the due date.

Add an event

1. Click Legg til hendelse (Add event).
2. Enter Dager etter forfall (Days after due date) and choose Mal (Template).
3. Choose channels: E-post, SMS, Push, Vedlegg PDF (PDF attachment) and/or Send eFaktura.
4. Fill in a dunning fee and interest (%) if relevant.
5. Optionally write your own email subject and text.
6. Click Lagre (Save).

Click the star at the top to make the plan the default for the organisation. You choose a follow-up plan when you invoice. See Invoice memberships and other items.

Click Ny oppfølgingsplan to create your own plan, for example a gentler version for training fees.