I recently went to the pharmacy to get a few things. When I checked out, I soon felt my phone vibrate. I instantly received an email with a PDF copy of my receipt, and a nice message to go with it, thanking me for my patronage.
Sometimes it’s those small details that count. From that experience, I took away two things:
- A personalized email with relevant information created a superior customer experience.
- Automation ensured I would receive the same experience, no matter who was behind the counter.
Big pharmacies have big pockets, so you would expect something extra. But what about your company? How can you automatically send invoices, reminders, and statements with Dynamics 365 Business Central?
Honestly, that isn’t easily available in a standard BC implementation. So, we at ERP Connect Consulting developed the Invoice and Statement Delivery (ISD) extension for Business Central to help you close the loop on the invoice, statement, and payment cycle.
Let’s take a feature tour of this powerful add-on.
Productive and Flexible
You can configure the behavior of ISD from the Administration screen. Rather than having one policy for all documents, you can individually configure invoices, credit memos, payment receipts, statements, and past-due reminders.
Rich Email Formatting and Dynamic Text. Set the subject line and message in the body of the email for each document type, and use variables (like “%1 %2 %3”) to automatically insert the customer name, document number, amounts, due dates, and other information automatically. Format your emails with rich text and create attractive messages with pictures, logos, and links.
File Attachments. Sometimes it’s necessary to include supporting documentation along with invoices or statements. As an example, you could include a timesheet detailing time spent on a project along with an invoice. You can easily accomplish this by attaching the file in Business Central and checking the box “Include in Email (ISD)”.
Pro tip: you can have ISD send a copy of every email to your address to monitor outgoing messages. It could be left indefinitely, or removed once you’re confident everything is going according to plan.
Powerful Dashboards and Configurable Cadence. When posting invoices, credit memos, payment receipts, and other documents, the email can be sent instantly (on posting) or placed in a list and sent later. Dashboards give you a consolidated view of email activity such as the send date and time, the sender, amounts, and other details. They also let you preview the document before sending it to ensure accuracy.
Statements and past-due reminders can be sent automatically at any interval you specify. Here are some examples:
- An invoice reminder can be sent 2 days before the payment due date.
- An overdue reminder can be sent every 7 days until payment is received.
- You can specify, per customer, if the client receives statements, and how often they are sent – for example, on a weekly or monthly basis.
- Pro Tip: Statements can optionally be sent with the corresponding invoices also attached, giving your customer a complete package of their payables.
Edit Posted Documents. A hidden gem in ISD is the feature that lets you update certain fields on posted sales documents. For example, if you specify the correct payment terms, salesperson, or customer, rather than void the document and start over, you can make changes and move forward.
Granular Security Settings. Keep tight control over ISD’s powerful features. You can grant (or revoke) access to the various dashboards and allow ones to make limited edits to posted documents on a per-user basis.
ISD Improves Customer Service and Saves Time
Consistent and personalized communication with clients sets you apart from the competition with a superior customer experience. Your customers stay in the loop regarding their purchase and payment activity. With automated reminders, you get paid faster.
Time savings are another bonus. Automating common tasks, such as sending out documents via email, lets your AR team keep their focus on more valuable activities. Fixing minor errors on documents, rather than recreating them, also keeps productivity levels high.
For just $900/yr, your AR department can potentially save hundreds of hours while shortening collection times. We invite you to try Invoice and Statement Delivery for 30 days at no charge. Download our tool today from our website, or from AppSource, and generate a demo key from the administration screen to get started.
Would you like to learn more?
We can help you configure this extension, and we also have a host of other useful tools.