Reducing the risk of delayed customer invoices, credit notes and quotes
Sending invoices, credit notes, and quotes are an essential part of most successful businesses. Delays sending a customer invoice or credit note can result in late payments, whilst any hold up sending quotes might mean missing out on the business altogether. Ouch!
To help our Pandle users maximise every income opportunity, we looked at ways to reduce the risk of these functions getting held up. By introducing a column showing the sent status of credit notes, invoices and quotes, Pandle users now have a helpful visual reminder of what customers have received.
Once a credit note, an invoice or a quote has been sent through Pandle and is safely on its way to the client, the envelope icon in the new ‘Sent’ column will turn green.
If the Customer Invoice, Customer Credit Note, or Customer Quote has been created in Pandle but not sent, then the Sent column will be greyed out. Previously, users would have had to drill down into the document and view the audit trail in order to check if something had been sent. Now, it’s much quicker and easier to understand where things are up to.