AR Automation
Automated reminders, payments, and emails
- Mass Updating Customers to a Different Credit Class
- Generating Actions
- Using Reason Codes in Automation
- Generate Actions Page Help
- SARA/Sage Network Contacts Overview - 10/19/2023
- Autopay Overview - 10/12/2023
- Webhook/Pending Payment Troubleshooting - 9/20/23
- Credit Class Troubleshooting - 9/13/23
- Document Syncing Overview - 8/29/2023
- Invoice Contact Auto Activity Frequency
- How to assign customers or move customer into a different credit class so they are not processed as a non admin
- Creating a new Reason Code
- How to Create a Monthly Recurring Statement
- What are all methods to use to send emails to your customers?
- How to setup an Action Alert to notify a Collections Agent when a customer’s Credit Review Date is due
- How to setup an Action Alert in Credit Class processing - Action Alert options
- How to re-flag invoice PDF's for upload to the Cloud
- Statement History Report
- Creating a custom report
- Best Practices For Credit Class
- Issues vs Activities - How to manage and cleanup both
- How to mass update Customers options: assign credit class, assign user, allow Online Payment or assign Reporting Group
- How to setup Reporting Groups for sending customers letters in Groups
- Automated Workflow checklist - Credit Class processing (generate actions)
- The Meaning of Auto-Close in Site Options and Credit Class
- NetSuite Webhook Parameter Setup
- Webhook Re-Attempts
- Credit Class Preview Process
- How to assign customers or move customer into a different credit class so they are not processed
- Azure IP addresses, URLs, Technical Diagram