Invoice and Statement Delivery
Invoice and Statement Delivery (ISD) allows you to streamline the email process of Documents like Invoices, Credit Memos, Payment Receipts, Past Due Reminders and Statements within Business Central. By using ISD, you are now able to automatically email documents upon posting of the transaction, or use the ISD Dashboards to send invoices and supporting documentation directly from the dashboard in bulk.
ISD also allows users to automate the dunning process by scheduling upcoming and overdue invoice notices to be automatically sent, as well as handle the customer statement distribution process, all without human intervention.
In addition to sending emails, ISD also allows users to update certain fields on Posted Invoice and Posted Credit Memo Records, so that you can correct Invoices and Credit Memos without having to Cancel and Re-Create those Invoices and Credit Memos.
- Use Cases
- Download Links
- Video - Product Demo
- Product Screenshots
- 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.
- 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
- Coming Soon - Recurring/Subscription Management Dashboard
Download from AppSource Access Setup and User Guide
The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you would prefer to download a PTE version of this extension, please reach out to support@erpconnectconsulting.com.
ISD - Setup and Overview
ISD - Recurring Invoices and Orders
ISD - Toolbox Tuesday
Invoice and Statement Delivery Setup
Update Document Functionality
Invoice and Statement Delivery Dashboard
Customer Setup, User Setup, and Document Delivery Options
Recurring Document Setup
