Required Permissions: Set up and manage invoice workflows
Navigation: 'Settings - Receivables - General Settings'.
Automated Invoice presentment
Bring the entirety of collections communication into Centime, creating one source of communication from invoice delivery through payment collection.
Enable automated communication for:
- New invoices: When a new invoice syncs to Centime, we will send the designated email and attach the invoice.
- Updated invoices: When an invoice is updated in your general ledger, we will send the designated email and attach the invoice.
- This email is triggered when one of the following fields is updated: BUYER ID, TXN DATE, TERM ID, DUE DATE, HOME TOTAL AMOUNT.
Default customer workflow
Ensure all customers are accounted for by selecting a default workflow. This workflow will be applied for all customers.
Monthly Statements
Enable and customize monthly statements for all customers.
Statements include a table with details of all open, outstanding and paid invoices. The table includes: invoice number, amount, due date, received amount, outstanding amount and a link to pay.
There are two different way of sending statements:
- Automated monthly statements
- Ad-hoc one time statements
Sending monthly statements to customers
- Users can toggle on 'Enable monthly statements' to enable at a global level.
- To enroll all customers in monthly statements, users toggle the 'Auto-subscribe all customers' setting on. Statements can also be enabled at a local customer level in the Receivables module.
- Users decide what paid invoices should be included in the monthly statement, in the above example, only invoices paid in the last 30 days will be included.
- Centime will only send the statement email if there are open invoices or an invoice paid within the defined period.
- Users can also customize when their customers receive the monthly statement.
Sending ad-hoc statement
- In the 'Customers' tab, users click the 'Send statement' action.
- Users then select customer(s) from the table.
- In the confirmation popup, users are required to confirm or add the email address for the customer.
- On confirmation, the statement email will be sent to the customer.
