We proudly announce that the new release of CreditManager, version 3.19, our data-driven, cloud-based solution for accounts receivable management is now available. CreditManager is the heart of our order-to-cash platform in which (data) integration and communication play an essential role. “Connecting data. Connecting you.” is what it’s all about. The result is a more effective credit management process with faster payments, less risk and more satisfied customers. This is how we connect data with your work processes and customers.
Highlights of CreditManager 3.19 release
Connection is exactly what we have focused on in version 3.19. The highlights are:
With the new Debtor Portal, you are able to improve your customer communication. The Debtor Portal gives your customers direct access to their invoices and the associated details. This makes it easy for them to manage their own outstanding invoices. They can view invoices, make payments online, download copies of invoices, register a payment notice or complaint or ask a question. In other words, self-service at any time of the day, including weekends.
Send API instructions from CreditManager
With API instructions you can proactively inform other applications. Send a signal to the accounting department when a certain reminder action has been performed. Or for specific customer communications, payment options, credit risk and debt collection. With the instructions you ensure the exchange of data with other packages, web pages and systems inside and outside your organisation through web services. Set up instructions yourself and link them to workflow actions. When processing the action, the instruction is sent, both in the batch and when settling the action manually.
Send invoice overviews in Excel format
Easily send your customers invoice overviews in Excel (XML or CSV).