Our Statement Generation system is designed to simplify the generation of statements and copy invoices.
Our system will generate statements, attach all copy invoices and email the customer at the touch of a button.
Preparing customer statements can involve generating the statement, locating the related invoices, combining the documents and sending them to the customer. Repeating that process across many accounts takes time and can make it difficult to maintain a consistent record.
Advantages
- Time Savings: Free up your team’s time by automating repetitive tasks. Let them focus on strategic initiatives instead.
- Cost Efficiency: Reduce manual labour costs associated with data entry and matching.
- Auditing: Every time a Statement is sent the date and document type is recorded in Sage.
