Centime centralizes all collections communication into a single streamlined system—starting from invoice delivery through to final payment. The goal is to automate standardized customer communication to ensure consistency, accuracy, and efficiency while reducing manual effort.
Required Permissions: Set up and manage invoice workflows
Navigation: Settings > Receivables > General Settings
📩 Automated Invoice Presentment
Once an invoice is approved, Centime handles all subsequent customer communication within the platform. Automated communications include:
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New invoices: Triggered emails are sent with invoice attachments as soon as invoices sync.
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Updated invoices: If any of the following fields change, Centime automatically sends updated invoice emails:
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BUYER ID, TXN DATE, TERM ID, DUE DATE, or HOME TOTAL AMOUNT
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Enable invoice presentmnet:
- Click on the pencil icon to enable these emails.
- Click Manage to review and edit the email tempalte. This is also the email tempalte used when sending an Monthly statement from the Receivables module.
- Emails are automatically sent to all contacts assigned the Invoice Presentment communication role.
🧾 Monthly Statements
Monthly statements summarize invoice activity in a clear table format, including: Invoice number, amount, due date, received amount, outstanding balance, and a payment link.
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Enable monthly statements globally.
- Click Manage to edit the email template.
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Auto-subscribe all customers or manage subscriptions individually from the Customer Profile in the Receivables Module.
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Define criteria for including paid invoices, you can choose to include invoices paid in the last XX number of days.
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Statements are only sent when there are open or recently paid invoices.
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Customize the day of the week and week of the month.
⚙️ Set a Default Customer Workflow
Assign a default workflow to ensure new customers are automatically enrolled in a predefined communication process upon creation. This guarantees all clients receive timely updates without requiring manual assignment.
✅ Conclusion
Automating global invoice workflows in Centime ensures that all customer-facing communication—from invoice delivery to payment reminders—is timely, accurate, and consistent. By leveraging default workflows, monthly statements, and automated invoice updates, your team can reduce manual tasks and maintain a reliable, professional client experience.