As we have seen previously, Ulyses Cloud gives us an overview of which credit accounts owe us the most and for how long. Therefore, it is clear that there must be a process to inform our providers about which pending invoices exist.
For the above information to be correctly transmitted to your clients, it is necessary to
- Activate automatic sending
- Configure sending via remittance letter
- Configure electronic invoice sending
Activation of Automatic Sending
The first step for Ulyses Cloud to notify a client, either via remittance letter or electronically, that there are pending invoices to be collected is through the activation of automatic sending, for which we go to
- Property Configuration > Property > Preferences tab > Financial Information section
- Activate the switch below as follows
Configuration of Sending via Remittance Letter
A remittance letter is a letter where all pending invoices are listed. Ulyses Cloud sends this letter via email, for which you simply need to
- Go to the top menu Billing > Credit Accounts > Search for the corresponding credit account
- Enter the contact email address where the notification will be sent
- Indicate that the Sending Mode of the remittance letter is "Email"
Invoice
To send invoices electronically, it is necessary to have an integration activated with a service capable of processing these invoices, such as Bavel. Once the integration with Bavel is activated, we will need to
- Go to the top menu Billing > Credit Accounts > Search for the corresponding credit account
- Enter the contact email address where the notification will be sent
- Indicate that the Sending Mode of the remittance letter is "Bavel"