New Release | CreditManager 3.19

Share:

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:

  • Debtor Portal

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).

If you're a customer
Check out our release videos in the Customer Portal

Ask us a question or discover what else Onguard can do for you!

Fill in the form below and we will respond asap

Contact us today

Request a Demo
Want to see one of our solutions live?

Schedule a meeting with us.


x
Want to see our risk management solution?

Fill in your details below and we will contact you.

x
Would you like to see PolicyManager live?

Fill in your details below and we will contact you.

x
Want to see our e-invoicing solution?

Fill in your details below and we will contact you.

x
Would you like to see MatchMaker live?

Fill in your details below and we will contact you.

x
Would you like to see CreditManager live?

Fill in your details below and we will contact you.

x
Would you like to see Collector live?

Fill in your details below and we will contact you.

x
Sign up for our newsletter

x