There are two different options when it comes to taking notes with the collections module in the iSolutions app - a header level, which applies to the customer record, or […]
Posts Tagged ‘isolutions’
AR Aging with Notes in Microsoft Dynamics 365 Business Central
SUMMARIZED AR AGING WITH NOTES A common request with Business Central users is having the ability to run an AR Aging with Notes. The iSolutions app for Business Central can […]
How to Setup Collection Plan Reminders within Microsoft Dynamics 365 Business Central
Set it and forget it Sending automated reminders saves time and effectively prompts clients/customers to pay their incoming or past due invoices in a timely manner. Sending these reminders just […]
How to Send Past Due Invoices within Microsoft Dynamics 365 Business Central
Have some of your clients forgotten to pay an invoice or two? There is a simple way to send out past due invoices with iSolutions. Here’s how to do it: […]