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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

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

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

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