The professional firm is able to provide other tailored offers of differing terms from 3 months to 12 months, with monthly repayments.
This offer must be instigated by the professional firm and will then be emailed to the client for acceptance.
Simply left-click on the debtor name and choose “Instalment Offers”.
Click the “Make pay by Instalment Offer” green button to create tailored offers. Ensure that the SOR box is ticked to enable the Special Offer.
Note: Only the merchant administrators can create the Special SOR Instalment Offers.
Once you click the OK button, an Instalment Offer email will be automatically sent to the client provided that communications are enabled and the client has an email address in Apxium (imported from your accounting package).
The screen will show the existing special offer created for the client.
Every time you create or change the special instalment offer, the client gets an Instalment Offer email.
Additionally, even if the client has accepted the Special offer, the special offer is still enabled on their account until you delete it. That means if they have new invoices and they are eligible for SOR instalments, then they can enter into another Special SOR agreement.
Instalment Offer Email
When a client clicks the hyperlinked "here" word, they will be directed to their own portal to accept and they will have the option to make payment in instalments.
Every time you create or change the special instalment offer, the system overrides the universal SOR offer or the latest SOR Instalment Offer that was previously created for them.
It is not possible to have multiple terms in their dashboard hence the merchant administrator needs to have a conversation with the client prior to making any instalment arrangement.
Deleting SOR Special Instalment Offer
You can always delete and then create a new instalment offer for your client if you wish to.
Note that when you delete a special offer, the system does not send any email.