As well as running reports to analyse and highlight aging debtors, you can generate and automate the production and emailing of customer statements, or present them in the Trade Acceleration Portal.
In our accounting software for wholesale and distribution, we’ve a ‘baked in’ email function which enables users to create email templates to standardize and send communications, and track responses.
With a single click you can email a PDF copy from every Document i.e. Invoice, Payment etc.
We’ll work with you to automate the order and timing of reminders, and notifications to your team to match your businesses processes.
Users can preset and report Tax code and Groups (combinations of Tax codes specific to locations i.e. State, County, City.) on Customers and their respective transactions. For tax automation, Salesorder has integration with Taxjar. Taxjar automates sales tax calculations, reporting, and filings.