Enable Global Workflows

Modified on Wed, 17 Apr 2024 at 09:28 AM

Summary: Global workflows are the default communication settings for all customers. 

Required PermissionsSet up and manage invoice workflows

Navigation: 'Settings - Receivables - General Settings'.


TABLE OF CONTENTS

Automated Invoice presentment

Bring the entirety of collections communication into Centime, creating one source of communication from invoice delivery through payment collection. 


Enable automated communication for:

  • New invoices: When a new invoice syncs to Centime, we will send the designated email and attach the invoice. 
  • Updated invoices: When an invoice is updated in your general ledger, we will send the designated email and attach the invoice.

Default customer workflow

Ensure all customers are accounted for by selecting a default workflow. This workflow will be applied for all customers. 

Monthly Statements 

Enable and customize monthly statements for all customers.  


Statements include a table with details of all open, outstanding and paid invoices. The table includes: invoice number, amount, due date, received amount, outstanding amount and a link to pay. 

There are two different way of sending statements:

  • Automated monthly statements
  • Ad-hoc one time statements

Sending monthly statements to customers

  • Users can toggle on 'Enable monthly statements' to enable at a global level.
  • To enroll all customers in monthly statements, users toggle the 'Auto-subscribe all customers' setting on. Statements can also be enabled at a local customer level in the Receivables module. 
  • Users decide what paid invoices should be included in the monthly statement, in the above example, only invoices paid in the last 30 days will be included. 
  • Centime will only send the statement email if there are open invoices or an invoice paid within the defined period. 
  • Users can also customize when their customers receive the monthly statement.

Sending ad-hoc statement

  • In the 'Customers' tab, users click the 'Send statement' action.
  • Users then select customer(s) from the table.  
  • In the confirmation popup, users are required to confirm or add the email address for the customer.
  • On confirmation, the statement email will be sent to the customer.


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