Customer Statement
The Customer Statement is a powerful tool designed to simplify and automate the process of managing customer accounts, payments, and reconciliations. Built specifically for Microsoft Business Central, this solution helps businesses streamline their accounts receivable processes, improve cash flow, and enhance customer communication.
Customer Statement Add-on also includes robust payment tracking capabilities, allowing you to monitor payments due and received in real time. Automated payment reminders help reduce overdue balances, while seamless reconciliation features ensure that payments are matched accurately to invoices, minimizing errors and saving time.
Additionally, Customer Statement offers configurable email notifications, enabling you to send statements directly to customers via email. By providing a centralized platform for managing customer accounts, Customer Statement saves time, reduces manual effort, and improves overall efficiency. It’s the perfect solution for businesses looking to enhance their financial processes, strengthen customer relationships, and maintain a clear audit trail for compliance and reporting purposes.
Customer Statement Features
Customer Statements Made Easy
Generate detailed and professional customer statements effortlessly. Whether you need to send statements on-demand or schedule them to be generated and delivered automatically at regular intervals (e.g., monthly, quarterly), this feature ensures your customers receive clear and professional updates about their accounts.
Email Configurable Notifications
Save time and reduce manual effort by setting up recurring statements for customers who require regular updates. The system automatically generates and sends statements based on your predefined schedule (e.g., weekly, monthly).
Recurring Statements and Automation
Stay on top of your cash flow with real-time payment tracking. The system updates automatically as payments are processed, giving you an up-to-date view of customer accounts. Easily identify overdue payments and outstanding balances, enabling you to follow up with customers promptly. You can also set up automated payment reminders for customers with overdue invoices, reducing the need for manual follow-ups and improving your collection process.
Payments Due and Received Tracking
Stay on top of your cash flow with real-time payment tracking. The system updates automatically as payments are processed, giving you an up-to-date view of customer accounts. Easily identify overdue payments and outstanding balances, enabling you to follow up with customers promptly. You can also set up automated payment reminders for customers with overdue invoices, reducing the need for manual follow-ups and improving your collection process.