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Everyone on their agenda!

Accounts Receivable and cash collection concerns all the actors of the company in contact with customers. It is therefore not an activity reserved for specialists, credit managers and debt collectors, or for accountants, but also for salespeople, sales administration, customer care, etc. ...

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What are the interactive e-mails and how to activate them?

The interactive emails allow your clients to directly access their account status via a link integrated into your emails reminder. This functionality facilitates communication and optimizes client account management. 1. What are the interactive e-mails? Interactive emails offer your clients ...

Listopad 19 2024

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How to create and close a dispute case?

The creation of a dispute comes after an exchange with the client indicating a valid reason for not paying certain invoices. It is done on the client sheet / statement of account of open items. Dispute creation You must select the items concerned by the dispute by checking them on the left of the ...

Październik 20 2025

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Why and how to qualify items (invoices, credit notes...)?

My DSO Manager allows you to carry out funnel-shaped reminder actions to encourage the customer to pay. This is made possible thanks to:the progressive actions of the reminder scenarios, • other types of actions (specific actions or out-of-scenario actions) allowing particular cases to be ...

Kwiecień 13 2026

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