AR Custom Fields
Module: Accounts Receivable >> Area: Customer & Invoice tabs >> Product theme: Collaboration and issue resolution >> Deliverable: AR Custom fields
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What is the use case?
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Every business faces issues relating to Customers and Invoices. For example: product / service issues, installation issues, delivery disputes, accounts on hold, all of which are contextual to the business and their internal processes.
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Custom fields play two key roles in issue resolution in Centime:
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Assigning internal team members to Customers and Invoices for example, Sales owners, CS owners, other non-AR team members.
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Create a process & add detail to a Customer or Invoice for example, specific dispute reasons, or steps in their resolution process.
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AR and non-AR team members can effectively collaborate, access all relevant information and resolve issues in order to get paid faster.
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Custom fields can also be used for segmentation purposes but the primary need / market requirement is around collaboration and issue resolution.
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Summary of update:
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Custom fields can be edited across Customers and Invoices and changes will sync back to NetSuite and Sage Intacct.
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Editing custom fields can be completed across multiple Customers and Invoices at once using the bulk edit feature.
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Note: QuickBooks do not support custom fields.
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Additional resources: Knowledge base
Payment failure explanations
Module: Accounts Receivable >> Area: Customer portal >> Product theme: Payment optimization >> Deliverable: Payment failure explanations
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Use case: Provide confirmation to customers making payments on the Customer portal. This ensures customers don't get confused when attempting to make a payment.
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Summary of capabilities:
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Display payment success and failure toaster messages in Customer Portal.
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In the case of a payment failure, the toaster will provide a reason.
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ACH Discounts for Sage Intact
Module: Accounts Receivable >> Area: Customer portal >> Product theme: Payment optimization >> Deliverable: ACH discount support for Sage intact
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Use case: ACH discounts are a tool to offset credit card fees. Rather than passing along the surcharge to your customers, motivate them to pay via ACH by offering them a discount.
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Summary of capabilities:
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Ability to exclude ACH as a payment method.
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Ability to provide X% discount for ACH payment.
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ACH Discounts can be controlled based on the due date.
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(These capabilities were previously available for NetSuite & QuickBooks)
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