Beta: Multi grouping

Multi grouping

 

Multi groups allows you to send one email for multiple invoices, instead of one email per invoice. Being in the same multi-group effectively means that chasers with that same multi-template will be combined into one email.

You can edit chasers in Manage > Schedule > Edit Schedule

Creating multi-group

You can edit a chasers’ grouping in Manage > Schedule > Edit Schedule

In order to be grouped in the same multi-chaser the following criteria must be met by invoice’s next applicable chaser: 

  • Same senders (normal or escalated)
  • Same recipients (normal or escalated)
  • Same multi-template

 

This example schedule illustrates which chasers will cause invoices to be grouped:


Invoices within the green box will be grouped; they have the same senders, recipients and multi-template.

Invoices which fall into the red boxes will not be grouped with those in green. This is because although the ‘before due’ chaser has the same senders and recipients, it has a different multi-template to those in green.The final overdue chaser will not be grouped for several reasons; it has different senders, recipients and a different multi-template

The invoices that fall into the red boxes will be grouped if multiple invoices qualify for the same chaser (i.e. they are due on the same day). 

 

Timings and grouping

In order to maximise the number of invoices which are grouped into a single chaser, you should also consider the timing and frequency of your chasers. If you have one chasing day and a schedule with seven-day increments you will have the greatest chance of your invoices being grouped. If you would like to send chasers with greater frequency you should aim to match this to your schedules; i.e. You have two chase days and a schedule with chasers set at three-day increments.

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