Customer Statement

Customer Statement for Microsoft Dynamics 365

The Customer Statement is a seamless, automated solution designed to simplify customer account management for businesses using Microsoft Business Central. It streamlines the generation of professional statements, tracks payments, and ensures accurate reconciliation—all while enhancing communication with customers. By automating repetitive tasks and providing real-time insights, it saves time, improves cash flow, and strengthens customer relationships.

Key Features:

• Automated Customer Statements: Generate professional statements with ease. Pull data directly from Microsoft Business Central for accuracy and consistency.
• Payment Tracking: Track payments due and received in real time. Identify overdue balances and send automated payment reminders to improve collections.
• Email Configurable Notifications: Send statements and reminders via email. Schedule emails for timely and consistent communication.
• Recurring Statements: Set up automated, recurring statements for customers who require regular updates (e.g., monthly, quarterly).
• Seamless Reconciliation: Match payments to invoices effortlessly. Receive alerts for discrepancies and maintain a clear audit trail for compliance.

Why Choose Tech Ventures Customer Statement?

Tech Ventures’ Customer Statement is the ultimate tool for businesses looking to streamline their accounts receivable processes. By integrating seamlessly with Microsoft Business Central, it eliminates manual effort, reduces errors, and ensures timely communication with customers. Whether you’re a small business or a growing enterprise, this solution scales with your needs, helping you save time, improve cash flow, and build stronger customer relationships. With Customer Statement, managing customer accounts has never been easier. Let Tech Ventures empower your business with efficiency, accuracy, and professionalism.