Release v2.49 - New Features & Fixes

Modified on Thu, 9 May at 1:55 PM

Release Date: 03.14.2024


AR Custom Fields 

Module: Accounts Receivable >> Area: Customer & Invoice tabs  >> Product theme: Collaboration and issue resolution >> Deliverable: AR Custom fields

  • What is the use case?  

    • Every business faces issues relating to Customers and Invoices. For example: product / service issues, installation issues, delivery disputes, accounts on hold, all of which are contextual to the business and their internal processes. 

    • Custom fields play two key roles in issue resolution in Centime:

      • Assigning internal team members to Customers and Invoices for example, Sales owners, CS owners, other non-AR team members.

      • Create a process & add detail to a Customer or Invoice for example, specific dispute reasons, or steps in their resolution process. 

    • AR and non-AR team members can effectively collaborate, access all relevant information and resolve issues in order to get paid faster. 

    • Custom fields can also be used for segmentation purposes but the primary need / market requirement is around collaboration and issue resolution.

  • Summary of update: 

    • Custom fields can be edited across Customers and Invoices and changes will sync back to NetSuite and Sage Intacct.

    • Editing custom fields can be completed across multiple Customers and Invoices at once using the bulk edit feature.

    • Note: QuickBooks do not support custom fields.

Additional resources: Knowledge base 

Payment failure explanations 

Module: Accounts Receivable >> Area: Customer portal >> Product theme: Payment optimization >> Deliverable: Payment failure explanations  

  • Use case: Provide confirmation to customers making payments on the Customer portal. This ensures customers don't get confused when attempting to make a payment. 

  • Summary of capabilities: 

    • Display payment success and failure toaster messages in Customer Portal.

    • In the case of a payment failure, the toaster will provide a reason.

ACH Discounts for Sage Intact 

Module: Accounts Receivable >> Area: Customer portal >> Product theme: Payment optimization >> Deliverable: ACH discount support for Sage intact 

  • Use case: ACH discounts are a tool to offset credit card fees. Rather than passing along the surcharge to your customers, motivate them to pay via ACH by offering them a discount.  

  • Summary of capabilities:

    • Ability to exclude ACH as a payment method.

    • Ability to provide X% discount for ACH payment.

    • ACH Discounts can be controlled based on the due date.

    • (These capabilities were previously available for NetSuite & QuickBooks)

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article