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Connector 365
Easy Document Pin
Email reminder management
When you send reminders to your customers, you often find that they request a copy of the relevant invoice(s) after receiving the reminder. This leads to a follow-up email in which each invoice has to be individually converted into a PDF document and then attached. This procedure is not only likely to cause errors, but is also inefficient
With Connector 365 Easy Document Pin, follow-up emails are a thing of the past. after a simple set-up, the app automatically attaches the reminded invoices to the email when it is sent. This makes the process more efficient and gives the customer a quick overview of which invoices need to be paid and when.
In the setup you can customize how invoices are attached
The relevant invoices are automatically attached when they are sent
The system can be set up to meet the needs of your company.
Simple define at which dunning level the invoices should be automatically attached, depending on the dunning mode. An import function makes the setup even faster.
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Automatically attach dunned invoices to dunning notices on dispatch
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Control of dispatch by dunning level
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Control of dispatch by dunning method
In the future, we want to expand this process to include other functions such as the automatic attachment of delivery notes.
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Further information and help, can be found here!
Connector 365
For all versions from BC15
SAAS
To download Easy Document Pin from the AppSource, please follow the link below.
ON PREM
If you would like to order Easy Document Pin for your system, follow the link below.
You can find more information and assistance here!
Connector NAV/BC
For all versions of BC14 and older
ON PREM
If you are still working on an old version of Business Central, please contact our service.
You can find more information and assistance here!
Functions may vary depending on the software and hardware used, as well as the version and infrastructure.
