Automate the sending of reminder emails to outstanding Debtors
You can define 4 different messages to send to your customers depending on the age of the invoices oustanding. If a customer has outstanding invoices in more than overdue age, it will take the message for the oldest age. The ages are:
- 7 – 13 Days overdue
- 14 – 29 Days overdue
- 30 – 59 Days overdue
- 60+ Days overdue
The categories work independant to the customer terms, so a customer on 7 day terms or 30 day terms will get the same message if their invoice is 7 – 13 days overdue for example.
Please see the Getting Started Manual here
See Debtors Invoice Manager/Send Email Reminders.
Viewing sent emails to Customers in Cash Manager
After sending emails to Customers, you may ask the question "Can you view the sent emails anywhere?" The answer is no. Cash Manager is not connected to Outlook at all - it will only send emails via the clients email server. One way around this is ...
Requirements to run Cash Manager
Windows Installer 3.1 or later Microsoft .NET Framework 4.0 or later Microsoft SQL Server 2008 or later + login details Valid Cash Manager license file Rights to install software Email Server Settings (hostname, port, authentication details) Note – ...
User licencing for Cash Manager
The licence for Cash Manager is an unlimited licence
Restricting information from users in Cash Manager
You can set permission to block users from the following areas: Debtor Invoice Manager Creditor Invoice Manager Budgets Cashflow Forecasting Admin Menu Exporting Data This is under SETTINGS in Cash Manager Desktop version
Budget revisions within Cash Manager
You can have as many Budget revisions as you want, and then choose what budget revision to generate your cashflow forecast from. You can also create budget revisions using up to date information. See budgets and cash flow manual for more information