Store Account Management Tools

by System Solutions LLC

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Signature, PO, Sell-to-Contact, Job, and Location capture with Auto-emailed Invoices and Statements

Do your customers require detailed evidence of their purchases at your business? Do your customers have multiple employees, departments or projects that need purchase tracking? Are you spending time preparing documentation for your customers just to you can get paid?

  • Managing house-account (charge account) sales is a delicate balancing act. Slow your customers down during purchase and they may not come back. However, if you fail to capture validating information at time of sale, you will delay receipt of payment or worse, not get paid. Shuffling paper is not an efficient solution.

Our Extension includes settings to enable the following features:

Prompts sales staff to capture specific information at time of Invoice or Credit (return):

    • Electronic signature stored with Invoice and print on receipts, invoices and credit memos.
    • PO number
    • Sell-To-Contact (Buyer)
Other functions include:
    • Automatic E-mailed Invoices at time of sale (with or without signature) with Invoice / Credit attached and customizable subject and e-mail body.
    • Single or batch Send Customer Statements with copies of Invoices and signatures automatically attached to the Customer Statement PDF, for any date range
    • Job & Ship to sub-account Customer statements for Customers / Contractors buying for multiple jobs needing sub-totals by Job or Ship To
    • Settings to make the above Customer data capture optional or mandatory
    • Also integrates with LS Retail LS Express Point of Sale

Click Get it Now Button (linked to our App landing page) and start streamlining your accounts receivable process from sale through received payments. Learn More About Us Here

Supported editions:

This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported countries:

Canada and United States

Supported languages:

This app is available in English (United States).

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