D365 Business Central | Invoice and Statement Delivery (ISD)
Check out our Business Central Toolbox for your Dashboarding and Automation Needs. Download our Apps Below - Free for 30 Days. https://appsource.microsoft.com/en-us/marketplace/apps?product=dynamics-365-business-central&exp=ubp8&search=ERP%20Connect%20Consulting&page=1 Product Page: https://erpconnectconsulting.com/collections/bc-toolbox Company Website: https://erpconnectconsulting.com/ Company LinkedIn: https://www.linkedin.com/company/74756859/ 0:00 Intro 0:30 Setup and Licensing 1:20 General Setup 2:40 Invoice Delivery Setup 6:40 Invoice Delivery Demo 11:25 Credit Memo Delivery Overview 13:00 Payment Receipt Delivery Setup 14:25 Payment Receipt Delivery Demo 15:52 Customer Statement Delivery Setup 17:58 Customer Statement Delivery Demo 19:55 Past Due Reminder Delivery Setup 22:47 Past Due Reminder Delivery Demo 24:40 Recap and Overview In this video we will show you how to use our Invoice and Statement Delivery (ISD) Extension in Business Central. This extension allows companies to send Invoices, Credit Memos, Payment Receipts, Statements, Upcoming Invoice Due Date Reminders, and Invoice Past Due Reminders automatically to their customers when posting documents or via a dashboard for each module individually. It also comes with a custom Accounts Receivable profile that allows you easy access to all of the ISD Features. By enhancing the current email functionality within Business Central we allow our clients and their AR department to save time and reduce their average days to collect by automating the collections process. If there are any additional questions please feel free to drop us a comment or reach out at info@erpconnectconsulting.com. We look forward to hearing from you.
