Initial invoice delivery

Facilitate the user to send the invoice from centime for the first time. Ideally all communication should be delivered from 1 source, this will streamline communication and create a more consistent experience for the customer.

Workarounds:

• One off reminders: This allows custom language and immediacy - VERY Hard to know what invoices are "new"

• Campaigns: Based on when an invoice syncs and when campaigns emails are sent. We cannot send these the day that invoices are created.

  • 30 Day terms to be send at -29 days

  • Due on receipt to be sent at +1

Challenges:

• How does 1 campaign take into consideration different terms. The language has to be very generic.

• It is hard to see which invoices are new to Centime. We cannot see when invoices sync. We are recommending that users filter by invoice # or invoice date

• Formaspace backdates their invoices which poses an issue with our campaigns being centered around due date, invoices will frequently miss the first campaign email

Solution needs:

• Dandelion

  • The initial email for financing customers differs from non-financing customers

  • Invoices for 1 customer may differ, for example with Dandelion each invoice is for a stage in the project. Their current email is specific to that stage. Containing language for them.

• Viridi had custom emails at each phase of the campaign

Some ideas:

• Could we trigger an email upon invoice creation? Can we set default language for this?

• If this has to be custom language could new invoices be flagged with a task of sending?

• How can we better serve this with workflows?