With February in full swing, it's time for your monthly TermSync solution update. Here are our favorite enhancements recently released along with upcoming training opportunities.
Account Statement Customization
The customer portal in TermSync offers many benefits to both you and the customer. One of these benefits is access to the current and past account statements that your customer can download in the click of a button.
Have you taken the time to customize your account statement (PDF version)? You have always been able to customize the columns presented, the header, the payment instructions, and the signature. The option to hide or include the payment stub was recently added as an additional setting you can control. Click here for more information on setting up your account statement display in TermSync.
TermSync Training Webinar
With new features continuously being added to TermSync, it's the right time to make sure you're taking full advantage of your collections management tools.
On March 8th, join us for a live webinar as we discuss collection goals and how to best reach them with the help of TermSync tools you may not even know we've added. This is going to be a great training opportunity for new users and current users of the solution. Register today!
Goal Setting in Executive Summary
If you've set any New Year resolutions, you may be familiar with the SMART approach. This approach recommends your goals be specific, measurable, attainable, relevant, and time-bound. Without these factors in mind, we often find ourselves falling off track (despite our best intentions). With this approach in mind, it's the perfect time to set your A/R goals in the Executive Summary. Let TermSync do the reporting for you while you focus on defining what your collections team can achieve in this new year.
Invoice Delivery by Postal Mail, Fax, and Email
The process of transitioning customers from snail-mail and fax to eInvoicing is not as easy as it may sound. Your TermSync solution has always focused on moving your customers to an online platform through email communication; however, 100% eAdoption does not occur overnight. Whether it's postal mail, fax, or email delivery, the TermSync solution can support your customers' preferred invoice delivery method and save you time so you can focus on the tasks that require your expertise. Interested in learning more? Contact your account manager today!
Esker Users Conference (EAUC)
Are you registered for the Esker Users Conference in Madison, WI? This collaborate event runs from April 17th-18th and includes a power track specific to collections management. You don't want to miss this incredible event with user-led panels, insight into the TermSync roadmap, and endless opportunities for collaboration with both fellow industry leaders and the TermSync team. Spots are limited and we want to see you there! Register today!
As always, we want to thank you for your participation and feedback as a valued user.
-Your Esker Team