Centime Ideas

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AR Enhancements

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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

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

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

Refunds

Ability to issue refunds or partial refunds. Requirements: Refund option in AR. Adyen handles it Journal postings and charging customer Prahlad: there are two options we can do it manually via adyen portal or build it as a feature. Within app, Ide...
Stella Rafaelidys almost 2 years ago in AR Enhancements 0 Future consideration

Invoice level billing contacts

Use case: as the AR operator, I have to send specific invoices to specific contacts for a customer. This is dependent on Custom Fields for NetSuite This is available out of the box in Intacct This is not available for QB This is critical for proje...
Stella Rafaelidys almost 2 years ago in AR Enhancements 0 Pending prioritization

Support Grouped Invoices / Consolidated Invoices

Overview : Invoice Groups (consolidated invoices) is a mechanism for Netsuite users to select and deal with invoices in a group. For example post a single payment by selecting a group. However, the unit of document still remains an invoice - i.e:-...
Stella Rafaelidys almost 2 years ago in AR Enhancements  / Customer Portal 0 Future consideration

Team assignments & member types

Can Centime leverage the different NetSuite contact types to define roles within Centime. For example, the ability to: Assign "Account owner" as AR manager & sender profile Assign that Sales contact as escalation contact
Stella Rafaelidys about 2 years ago in AR Enhancements 0 In progress