In the system, customers' financial information is now available in a new menu option! The first features to be included are customer-side compensation and customer balance functionalities.
Customer finances
- New submenu in the left side menu containing customer-related finances
Customer compensation
- If there is an unpaid invoice for the customer, and the customer has also issued such an invoice to you, then compensation can be made.
- The system lists all customers where compensation is possible.
- As this process cannot be automated (the system cannot cancel the invoice issued by the customer), only the invoice list and the option to issue a protocol are available here.
Customer balance
- All active receivables and expected revenue with customers can be seen on one page, along with their difference, which gives the customer balance.