Invoice and Statement Delivery

Use Cases

• Send Invoices, Credit Memos, and Payment receipts automatically when these documents are posted.
• Send Invoices, Credit Memos, and Payment receipts from a dashboard.
• Payment Receipts allow options to include a remittance of cash applications or copies of the original invoices that were paid.
• Includes Entries post from Cash Receipts, Bank Deposits, and Payment Reconciliation Journals
• Send Customer Statements from a dashboard, or on a regular schedule (such as last day of the month) via email.
• Ability to exclude on hold invoices from showing on statements
• Ability to exclude (or include) $0 balance statements
• Send Invoice, Credit Memo, and Payment Receipts on a nightly job queue.
• Include copies of all invoices when sending statements to customers automatically.
• Automatically send emails for upcoming invoices that have not been paid but due date is within a certain threshold.
• Automatically send emails for overdue invoices that have not been paid on a regular cadence until payment has been received.
• Send Invoice Reminders or Overdue notices from a dashboard individually or in bulk.
• Update Header fields such as Customer, Address, Contact, Dates, Payment Terms, External Document, and Salesperson on a posted Sales Invoice.
• Update Line fields such as Line Type, Number, Description, UOM, Unit Price Excl. Tax, Amount, and Amount Including Tax as well as the ability to delete and add lines.
• Create Recurring Orders and Invoices for easier recurring billing management.
• Recurring Indicators flow through to working and posted documents
• Ability to Save a Sales Order/Invoice as a Recurring ISD Document Directly from an Out of Box Sales Document
• Coming Soon - Recurring/Subscription Management Dashboard