We hope everyone had a safe and happy Independence Day filled with food, fun and fireworks! Of course, we have more exciting enhancements and upcoming events to share with you.
Consult-a-Pro Webinar: Accepting Customer Credit Card Payments
Thursday July 19th 2018 - 2 PM to 3 PM CDT
As mentioned in the June newsletter, we are teaming up with our partner Wind River Financial for the next Consult-a-Pro webinar. Pete Uselman is an industry expert who will cover PCI compliance best practices, understanding and controlling payment costs, and credit card options in TermSync. Dealing with both U.S. and Canadian customers will also be a topic of conversation. Register now by clicking on this link.
Customer Listing - Filtering Enhancement
Do you send over Custom Fields on your Open AR File? If so, you now have the option to view customers that only have open invoices or credits associated with that Custom Field. In the Customer Listing filter, below your Custom Fields, select the "Exclude zero balance customers" check box to see these results. This way, you can exclude those customers that do not require follow up. You can save the filter and schedule it as a report or add it to your To-Do List. Click here for instructions on filtering.
Customer Invoices - Processing Only List
On the Invoices tab of the customer page, you now have the option to select the invoice stage of Processing Only. This will allow you to see all invoices currently being processed. If a customer called and inquired about the status of their payment, you can quickly look this up and verify.
Account Statement PDF - Payment Stub
Do your customers mail back payment but don't indicate where it needs to be applied? Let's make your reconciliation process easier! In the Account Statement PDF, a payment stub can be included on the last page. This is a listing of open invoices and amounts. Your customer can use the check box to indicate how the payment should be allocated. What a time saver! The Admin of your account can set this preference on the Company Account Information. Click here for the FAQ! This feature is mentioned in item #3.
Invoice Delivery - Postal Mail Address Validation Improvement
For those delivering invoices through postal mail, we have great news! We improved our address validation process. This means whenever an address is added or updated, TermSync will work its magic verifying and only storing valid addresses in the system. This will reduce the number of failed deliveries. All invalid addresses are compiled into an easy to read report so you know what needs correction. Click here for the FAQ!
Invoice Delivery - Status Update
Do you deliver invoice PDFs through TermSync? If so, this new enhancement applies to you! Now, you can track your email, postal mail, and fax deliveries from start to finish with better defined statuses and added reason codes for undelivered invoices. Click here for the FAQ!
Throwback - Revisiting FAQs
We hope you have been taking advantage of the Support button on your TermSync solution. It offers a wide range of Frequently Asked Question (FAQ) articles, and gives you an avenue to reach out to our Support team with any questions or issues. We wanted to let you know that all our articles have been reviewed and updated as needed. Let us know if there is anything that isn't documented that you would like to see. Let's start that conversation in Esker All Access! Click here to join.
Sneak Peek - Payer Dispute Reason
If a customer is disputing an invoice, TermSync asks for a reason. Currently, your customer would enter their reason manually. In the future, you will be able to define the dispute reasons and allow your customers to select those from a drop-down menu. This control will allow for consistency, better organization, and improved reporting.
Thanks so much for being fantastic customers! Don't forget to sign up for the Consult-a-Pro webinar!
Your Esker Team