Saasu’s new Automated Statements feature released last night is about helping you look professional, saving time and bringing forward cashflow. You can now send statements automatically via email.
- You can setup Automated Statements for each type of billing you do.
- You can have an Automated Statement run applied to specific contacts Contact or just attach Contact Groups you may already use in Automates Sales and Billings.
- You have the ability to create CSS/HTML designs to apply to your Templates for Statements. We call these designs Themes.
Let the engine do the work
The Automated Statement Engine does the work for you. Payment reminders, monthly statements, loans/finance tracking, subscription billing, renewal requests and facilitating debtors collection are just a few ways you can use it.
You set the rules
Send Statements to non-zero balance contacts. Even add a few days/weeks grace if you want to cut them some slack. Control the period that the statement relates to – week, fortnight, month or quarter. You can also send a Contact a Statement as a means to highlight your customers activity in much the same way banks, telco’s and utilities send statements.
Calling all ideas!
If in the coming weeks you have found a nifty use of this feature then let us know and we’ll post it in our Product Blog and link back to the genius who thought it up!
We hope you like it!
