Centime Ideas

Intake form guidelines & best practices

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Receivables

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Customer.io email data

Include customer.io data: delivered, bounced, opened, clicked Consider notifications / flag when an email bounces Visibility in the table
Stella Rafaelidys about 2 years ago in AR Enhancements 5 In progress

Email enhancements & customization

In our reminder emails, our templates show the table with tags such as <invoice number> and <due date>. We would like to be able to utilize these fields in the subject line and body copy of the email reminder. Being able to highlight t...
David almost 2 years ago in AR Enhancements 1 Pending prioritization

Signature to include logo

Include branding (logo) in the email signature
Stella Rafaelidys about 2 years ago in AR Enhancements 0 Future consideration

Invoice Presentment does not allow for customers to be omitted from invoice delivery

Client: OutSolve (Intacct)
Sophia Yu 11 months ago in Receivables 2 Future consideration

Pay invoice with multiple payment forms (CC & ACH)

User request: As a customer and user of the Payment hub (our client's customer), I want to pay an open invoice from multiple funding sources. Requirements: Store multiple ACH & CCs in Centime Ability to fund 1 invoice payment from multiple acc...
Stella Rafaelidys almost 2 years ago in Customer Portal 1 Pending prioritization

Filter & Search Supplier Profile History

A hybrid option - hyperlink the Document as an entry in Supplier History once, links to the invoice.
Sophia Yu 12 months ago in Foundation / Invoice automation / Payables / Receivables 0 Pending prioritization

Exporting: AR aging, notes & invoice history

Clients want to reference / view / share all communication between them and the customer. AR managers need to be able to outline the work that they have done to collect, both to demonstrate work AND to properly understand next steps. They need to ...
Stella Rafaelidys about 2 years ago in AR Enhancements 1 In progress

Ability to review & edit one-off Statements and Auto-pay invite

Intuitively, one-off email sends or statement sends feel like they should be freeform and customizable. Having to send to all communication contacts or not being able to edit the body of the statement in a one-off send feels counterintuitive and d...
Sophia Yu about 1 year ago in Receivables 2 Future consideration

Reminders are delivered before the work day starts

To improve open & payment completion rates, send reminders during the work day in the US. (Griff feedback)
Stella Rafaelidys about 1 year ago in AR Enhancements 1 Future consideration

Need to collect payment from a sales order

As the client, I need to take a deposit on the sales order before I can create an invoice.
Stella Rafaelidys over 1 year ago in AR Enhancements 0 In progress