Enable Global Workflows

Modified on Wed, 17 Apr at 9:28 AM

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

Required PermissionsSet up and manage invoice workflows

Navigation: 'Settings - Receivables - General Settings'.


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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