Manage Receivables
Overview and Configuration
- Introduction to the Manage Receivables dashboard
- Setting Up Customer-Level Workflows
- Manage Receivables Fields & Customization in Centime
- Workflow Basics and Invoice-level Workflows
- Customer Profile Overview in Centime
- How do the Receivable permissions work
- Managing Customer and Invoice-Level Documents
- How can Automations help manage collections?
- How to invite users to your Customer Portal
Receivables Management
- Managing Customer Contacts & Communication Roles
- How to manage collections work in Centime
- How Hierarchy Preferences work in Centime
- Sending a reminder email to the customer
- Enable Global Workflows
- Graphs in Manage Receivables