What it is?

The extension module for Partner Statement is a powerful addition that automates the process of sending statements via email. This enhancement streamlines account management and communication with business partners by eliminating the need for manual statement distribution. With this extension, statements are generated automatically and sent via email to specified recipients, saving time and reducing potential errors in the process. This functionality enhances efficiency and convenience in managing business relationships by ensuring that partners always have access to up-to-date financial information in a timely manner

Features

Automate the sending of account and pending statements to your customers.

Set up your followup rules by customer
• Follow up method (auto or manual)
• Which report to send
• to whom send a CC
• Automation set up--> when, internal etc

by Proyectasoft

contact: support@proyectasoft.com