In today’s fast-paced business environment, efficiency and productivity are key factors in maintaining a competitive edge. Particularly in the realm of finance and accounting, companies are constantly seeking innovative solutions to streamline their operations and maximize their productivity. Accounting professionals face the constant challenge of managing complex financial processes while striving to deliver accurate and timely results. Tvarana’s Bulk Email Invoices SuiteApp is a powerful tool that can revolutionize the way businesses handle their invoicing processes.
The Bulk Email Invoices SuiteApp offers a comprehensive solution that streamlines and automates the invoicing workflow, allowing accountants to save time, eliminate manual errors, and enhance productivity. One of the key features that sets Tvarana’s Bulk Email Invoices SuiteApp apart is its ability to generate and distribute a large volume of invoices effortlessly. By automating the invoice generation process, accounting professionals can significantly reduce the time and effort spent on manual data entry, ensuring greater accuracy and freeing up valuable resources for more strategic financial tasks.
One unique feature that Bulk Email Invoices or BEI offers is the ability to manage invoice follow-ups by sending dunning emails to customers before and after the due dates, based on user specification. This can be done either through automation, or manually.
Automated follow ups:
To begin, navigate to the BEI configuration page
.
On this page, you can set up the dunning process by configuring the following options:
- EMAIL TEMPLATE: Choose the appropriate email template for different follow-up options.
- DEFINE NO. OF DAYS: Specify the exact number of days when the follow-up should be activated.
- NO. OF DAYS BEFORE/AFTER: Select whether the follow-up should be activated before or after the due date.
- Exclude weekends: Decide whether weekends should be included or excluded when counting the number of days.
- Automated: Indicate whether the follow-up option should be automated or not.
After configuring the options, click on Submit. A back-end script will execute, sending follow-up emails to the customer’s email address.
Manual follow ups:
To manually follow up on open invoices, follow the steps below:
- Navigate to the Bulk Email Invoices page.
- Under the Main Filters section, you will find the “FOLLOW UP” field and the “EXCLUDE WEEKENDS” checkbox.
- The “FOLLOW UP” field allows you to choose the follow-up option value
- By checking the “EXCLUDE WEEKENDS” checkbox, weekends will be excluded when counting the number of days.
- Use the “FOLLOW UP” field to get results based on the follow-up configuration.
- Select the appropriate value for the “FOLLOW UP” field and click on the search button. This will display the invoices that match the follow-up option criteria.
- Select the desired invoices and click on the PROCESS button.
- The BEI follow-up emails will then be sent to the selected customer’s email address.
In summary, Tvarana’s Bulk Email Invoices SuiteApp is a game-changer for accounting professionals seeking to optimize their invoicing process. By automating invoice generation, reducing errors, and providing customization options, this SuiteApp enables accounting professionals to unlock greater efficiency and accuracy in their work. To learn more about BEI, set up a consultation with us today.
