Manage Receivables
Overview and Configuration
- Introduction to the Manage Receivables dashboard
- What are Customer-level Workflows
- How do Receivable fields work in Centime?
- Workflow Basics and Invoice-level Workflows
- Customer-level Receivables Settings
- How do the Receivable permissions work
- Document Repository
- How can Automations help manage collections?
- How to invite users to your Customer Portal
Receivables Management
- How to manage customer contacts
- 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