Manage Receivables

Create your Receivables Strategy

• How do the Receivable permissions work
• Managing Customer Contacts & Communication Roles
• Automate Customer Communication with Global Workflows
• Workflow Basics and Invoice-level Workflows
• Setting Up Customer-Level Workflows
• Creating and Managing Automations in Centime
• Manage Receivables Fields in Centime
• Managing Documents
• Example: Automating Your Collections Strategy with Centime

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Introduction to the Receivables Module

• Introduction to the Manage Receivables dashboard
• Customer Profile Overview in Centime
• Understanding Hierarchy Preferences in Centime

Collections & Collaboration

• Managing Invoice Collections in Centime
• Email Delivery Visibility for Collections
• Inviting Customers to the Portal in Centime
• Sending Ad-Hoc Emails to Customers
• Grouped Invoices in Centime

CentimePay

• How to manage failed ACH Payments in CentimePay

Merchant Services

• Upgrade to Centime Merchant Services
• Enable and Configure Online Collections Payments
• Enroll Customers in Autopay
• Payment Processing Timelines for ACH and Credit Card Transactions
• Cash application for Centime Merchant Services 
• Cash application in NetSuite 
• Cash application in QuickBooks
• Understanding Credit Card Surcharges in Centime
• What is Interchange-plus?

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