Accounts Receivable
Introduction
Your clients sell goods and services to their own customers.
They need to send them invoices to be paid.
Client’s Needs
Classic needs in Accounts receivable is to be able to receive payment as soon as possible.
How Damaris RM works ?
Here is how Damaris RM broadcasts invoices to customers:
- Import customers list containing at least a customer code and an email address
- The customer code should appear on invoices
- Damaris RM automatically creates users account in Damaris RM
- Damaris RM archives all created invoices
- Then, it send an email to each customer informing them about new invoice
- Customers have several options to access to their documents:
- Online access to Damaris RM and Vault
- They get the new invoice and have access to all older documents
- Invoice as an email attachment
- Online access to Damaris RM and Vault
Other Options
Invoices deliveerd with other documents
Some customers ask to receive their invoices linked with other attched documents like Proof of delivery. Damaris RM provides this capability for some customers or all of them.
In this case, you have to also archive other attached documents and create a link with invoices.
Online Payment
It is also possible to provide a “PAY” button in Damaris RM.
Customer views his new invoice and can pay it.
Damaris RM accepts the following connectors:
- Paypal
- Paybox Systems (Verifone)
Accounts Receivable