Invoice and Statement Delivery Crash Course

Course Includes: 👉 2 Sessions - 2 back-to-back days - 1 hour per session👉 Full Base Setup for the Invoice and Statement Delivery extension for D365 Business Central👉 No External Integrations Required – Directly Download from AppSourceThis crash course will include set-up and walk-through of the following: Invoice and Statement Delivery: Send Invoices, Credit Memos, and Payment receipts automatically when these documents are posted. Send Invoices, Credit Memos, and Payment receipts from a dashboard. Payment Receipts allow options to include a remittance of cash applications or copies of the original invoices that were paid. Includes Entries post from Cash Receipts, Bank Deposits, and Payment Reconciliation Journals Send Customer Statements from a dashboard, or on a regular schedule (such as last day of the month) via email. Ability to exclude on hold invoices from showing on statements Ability to exclude (or include) $0 balance statements Send Invoice, Credit Memo, and Payment Receipts on a nightly job queue. Include copies of all invoices when sending statements to customers automatically. Automatically send emails for upcoming invoices that have not been paid but due date is within a certain threshold. Automatically send emails for overdue invoices that have not been paid on a regular cadence until payment has been received. Send Invoice Reminders or Overdue notices from a dashboard individually or in bulk. Update Header fields such as Customer, Address, Contact, Dates, Payment Terms, External Document, and Salesperson on a posted Sales Invoice. Update Line fields such as Line Type, Number, Description, UOM, Unit Price Excl. Tax, Amount, and Amount Including Tax as well as the ability to delete and add lines. Create Recurring Orders and Invoices for easier recurring billing management. Recurring Indicators flow through to working and posted documents Ability to Save a Sales Order/Invoice as a Recurring ISD Document Directly from an Out of Box Sales Document