How do I resend an invoice?
Open the relevant invoice
Click the ‘Resend’ button.
You will now see the following options
Invoice: Send the invoice as it was originally created. Only available if the invoice has not been sent.
New invoice with a copy of the invoice lines: The new invoice reflects changes in the subscriber information, while the invoice lines stay the same.
New invoice with invoice lines for subscriptions and products generated from new: Invoices any subscriptions and products again so any changes in prices or information is reflected.
By default, the original due date is kept. If you remove the check mark, the invoice’s default deadline will be changed from today’s date.
The delivery method is by default the one you have selected for the customer. It is possible to choose a different method if you wish, for example email or letter through Pingen.
Finish by clicking ‘Resend invoice’.
Can I change the payment deadline on an invoice?
Open the relevant invoice
Click the ‘Advance payment date’ button
Set which date you want the due date changed to, and finish by clicking ‘Save’
If you want the subscriber to be notified about the changed due date, you can choose to resend the invoice.
How do I grant extra issues or time to the subscriber?
Go to the relevant subscriber
Open the subscription by clicking ‘More Info’, or by clicking the green bar with the subscription name.
Under the active period, next to Remains, click ‘Edit’
Depending on whether the linked campaign is based on time or number of issues, you can now either:
Adjust the end date for the given period so that it lasts longer, or
Assign more issues to the subscriber.
Remember to save the change.
The relevant period has now changed length, either in the form of time or issues.
Why is the subscriber’s direct debit agreement not working?
If a subscriber has set up a direct debit agreement that keeps falling back to the fallback method (for example ‘send via email’) and does not automatically collect the amount through the configured payment agreement, this is most often because the subscriber has not added an address to their profile.
For a direct debit agreement to go through, it is required that the subscriber has an address. You must therefore either ensure that the customer adds an address themselves via self-service:
Log in to self-service
Click the ‘permanent address change’ button
Enter the date of the change and, next to address, the subscriber enters their address, remember to click ‘save’
Or you can also add the subscriber’s address yourself under base data in Iteras:
Go to the relevant subscriber
Under base data click ‘Edit’
Enter the subscriber’s address under Address. Remember to save the change.
Once you have entered and saved the address, remember to resend the invoice and set it to be sent via direct debit. Please note that some time may pass from when you send it until it goes through. Read more about this in the guide ‘Jobs in Iteras’.
Also note that you may have sent payment reminders to the customer due to missing payment as a result of errors in the direct debit agreement, and consider whether these should be credited.